Pat is a native of Nashville TN and graduated from Auburn University in 1972 with a Bachelor of Science in Finance. At Auburn, Pat was a member of Sigma Chi Fraternity, a letterman on the basketball team and member of the U.S. Air Force R.O.T.C. program.
Upon graduation, Pat was commissioned in the United States Air Force as a second lieutenant and entered pilot training. He received the “Commander’s Trophy” for excelling as the top graduate and then was assigned as an operational F-106 fighter pilot with the 5th Fighter Squadron stationed in Minot, N.D.
Pat entered the financial services industry in 1976. He holds the Series 6,7,63,66 investment licenses and has served as Past President of both the Nashville Association of Financial Advisors and the Nashville Society of Financial Services Professionals. After nearly 25 years specializing in employee benefits, Pat was inspired by the “Purpose Driven Life” book to begin a purpose driven wealth planning practice in 2003.
Compass Advisory Group has two sides of their business model – the Individual planning side and the Corporate Advisory side. We take our clients through a disciplined process that makes them more organized, helps them maximize the efficiency of their money and allows them the freedom to concentrate on what truly matters – their family, their business and their legacy.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Special Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY.