Patrick Gherity

Patrick has had the pleasure of advising clients with their financial goals for more than 20 years. Through careful listening, he genuinely strives to understand his clients’ needs and life goals. Patrick also recognizes that there are ups and downs in life, and a solid financial plan should account for inadvertent pitfalls that life brings. Patrick is humble in his approach and recognizes he does not know everything. As a result, he believes it takes a solid team of experts to develop a compr...