Ian Patrick, CFP®, CSRIC®, CPFA®

I enjoy talking to people about their goals and dreams and helping them make those dreams become a reality. My goal is to help my clients live their lives to the fullest, knowing that they don't have to worry about their money. I feel incredibly lucky to be able to spend my days helping people live their lives on their terms. I have over 20 years of experience working in the wealth management industry. Over the course of my career I have supported, trained, or managed thousands of financial advisors until deciding to become an advisor myself. Most of my career has been spent at Merrill Lynch Wealth Management but I have also done some consulting work for other firms as well. I dedicate a lot of my time and resources to charitable causes and joined Rotary as a way to help even more. I am a member of the board of directors at Belltower Pictures and am an active volunteer for the James River Association in addition to other volunteer activities. Certified Financial Planner Board of Standards Inc. Owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. The College for Financial Planning Institutes Corp. Owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.