One Bala Plaza
Patrick joined Haddon Planning Group as a Financial Advisor in 2023. Prior to Haddon, he spent five years as an Internal Advisor Consultant at Hartford Funds. In that role, he worked closely with Financial Advisors to educate and engage them on all aspects of their practice and investments. Those conversations built a strong foundation for his work as a financial advisor. Patrick has a passion for listening and building compassionate relationships with people. He strives to know his clients hopes and dreams. He has a keen eye for detail and prides himself on always paying attention to the little things so that his clients can focus on their lives. Patrick is committed to helping his clients create a process to save, plan, and invest in order to achieve their long-term financial goals.
Patrick is a proud alumnus of Duquesne University where he completed his degree in Finance and Accounting. He also holds his MBA from Duquesne. In addition, he was a member of the Duquesne University Varsity Football team and that experience taught him about the power of teamwork and communication which he applies to his client relationships day in and day out. He currently holds his Series 7, 66, and Life, Accident and Health Insurance Licenses.
Patrick and his fiancé Ciara reside in Conshohocken, PA where they are active in their community. When he isn't engaging with his clients, Patrick can be found golfing, playing basketball, and spending quality time with family and friends.