Helping Clients Save Money & Get the Right Coverage
Patrick first stepped into the financial world as a mortgage processor during the 2020 streamline boom. When the market shifted, he transitioned into the world of insurance and has been thriving in it ever since. Now, with over three years of experience, he loves working with clients, learning new things, and ensuring people get the coverage they truly need—without overpaying.
A Tailored Approach to Insurance
For Patrick, insurance isn’t just about policies—it’s about people. His best insurance advice is: “It’s better to have higher coverage and not need it than to need it and not have it!”. He also believes that a 12-month policy is often the best route for clients. Whether saving clients’ money or adjusting their coverage to fit their needs, our goal is simple: find the best protection at the best price.
One of Patrick’s favorite success stories? Helping a client navigate a difficult transition after losing her husband. Not only did the customer secure a better policy at a lower rate, but we built a relationship beyond insurance—so much so that the client insists on hosting them for dinner in Oregon someday!
Fun Facts & Favorite Things
When not working, Patrick loves spending time with family—whether hiking, hitting the arcade, or enjoying a cozy movie night at home. He is also an award-winning karaoke singer (yes, seriously!) and a West Wing superfan who rewatches the series annually. If he could share a meal with anyone, it would be music legend Quincy Jones—imagine the stories!
Patrick’s go-to drink is a 32oz iced white chocolate with nonfat milk and his top piece of advice is that “It doesn’t matter how many times you fall down, as long as you get back up every time.”
Patrick is ready to help—because protecting what matters most shouldn’t be complicated!
