Patrick Menerey, CFP®

Patrick Menerey, CFP®

Financial Advisor

What inspired you to become a financial professional?
I've always been interested in finance. I became a CFP® because I realized that many people in my life didn't have someone they could count on when it came to financial advice. Too often, they were given poor or inappropriate advice and I wanted to change that. Having the ability to impact my client's lives, not only financially but personally, drives my passion for helping people create a better future for themselves and their families.

What are your passions in life?
Above all, my family. I love partnering with my wife as we raise our two girls and simply enjoy each other’s company. If there’s a close second, it's athletics. From my undying support of my alma mater’s sports programs to the work ethic I gleaned from playing sports as a kid, I love being active and outside. More importantly, those lessons as a kid taught me the importance of teamwork and dedicating yourself to be great.