As President and Financial Advisor of J Patrick Financial LLC, I focus on portfolio management, firm oversight, and comprehensive client service. I graduated from Clemson University and have built my career around helping clients achieve their goals through customized, tax-efficient solutions. What I value most are the relationships I've cultivated over the past two decades.
I hold Series 7, 63, and 65 registrations, as well as Life, Accident, and Health state insurance licenses for South Carolina and Georgia. My entry into the financial industry was driven by a desire to better understand my own personal finances, combining two things I'm passionate about: teaching and watching people advance. My expertise focuses on retirement planning, tax management, and estate planning.
I was born and raised in Greenwood, South Carolina, where my grandfather and father operated a brick factory for six decades. They faced obstacles that would have crushed most operations, but what sustained them was respect for others and unwavering integrity. Their example taught me that how you treat people defines everything.
My wife Rebecca and our son Hunter keep me grounded in what truly matters. Away from the office, I work on my timber farm and hunt there with friends. Family golf rounds and discovering new destinations together also rank high on my list.
Community involvement matters deeply to me. I'm active in a local Cub Scout Pack and serve on the board of directors for the Greenwood County Community Foundation and our local museum.