Pat has been in the financial services industry since 2004. He is an Investment Advisor representative with Fortis Lux Financial. He has a Bachelor of Science from Fordham University and holds FINRA series 7 and 63 licenses along with Life, Accident and Health insurance licenses in New York.

Pat’s extensive knowledge of insurance, investment products and retirement strategies gives clients the confidence you’d expect when working with a financial services representative. His specific areas of expertise are building portfolios to generate income for retirement and/or wealth accumulation.

Pat resides in Tuckahoe, New York.