Founding Partners

After a successful career as a professional soccer player with the New England Revolution, Pat retired in 2013 and redirected his passion towards helping families, individuals, and business owners take action and achieve their financial goals. He works with motivated clients helping them to accumulate, protect, enjoy, and ultimately distribute their wealth. As a CERTIFIED FINANCIAL PLANNER^TM Pat acts as a fiduciary at all times, placing the interests of his clients above his own when providing financial advice.

To serve his clients in the best way possible, he has dedicated himself to continued learning in an ever-changing financial landscape. In addition to being a CERTIFIED FINANCIAL PLANNER^TM Pat holds numerous professional designations from The American College of Financial Services; he is a Chartered Financial Consultant^®, Certified Life Underwriter^®, Wealth Management Certified Professional^®, and a Retirement Income Certified Professional^®. Pat is also Certified in Long Term Care^® and is finishing up his Accredited Estate Planner^® designation from the National Association of Estate Planners and Councils.

Pat focuses on planning for the unique needs of business owners on Cape Cod and the Islands who are often too busy running their successful businesses to properly plan. He prides himself on asking the questions that most advisors do not, understanding the why and explaining planning in an easy-to-understand way.

Pat graduated in 2007 from Wake Forest University where he met his wife, Maggie (a 5^th generation visitor to Cape Cod.) They live in Eastham with their three children and yellow lab, Archie. When not at work, you can find Pat sailing and surfing the White Caps of the Cape and Islands or skiing the White Caps of New England’s ski mountains. He enjoys cycling through the National Seashore, working from the beach, and trying to keep up with his kids.

Simon joined New York Life as an agent in 2005 and has dedicated most of his career to working with successful business owners and professionals. He has developed a reputation for listening to the needs of his clients by asking questions to help them crystalize their objectives and then working with them and their teams to implement practical solutions.

Simon recognizes that his clients’ time is their most valuable asset, and that by working through a structured and inclusive process, he is able to solve the issues that his clients rarely have the time and knowledge to address. Simon provides guidance and tested strategies in the areas of business succession, executive and employee benefits as well as estate and wealth planning.

Simon holds the Chartered Financial Consultant^® designation from the American College of Financial Services and The Life Underwriter Training Council Fellow designation from the National Association of Insurance and Financial Advisors.

Prior to New York Life, Simon held various corporate finance senior management positions with American Express, both in their European Headquarters in the South of England, and at their global headquarters in New York City. He graduated from the University of London with a B.Sc in Chemistry and lives in Brewster, MA with his wife Jill. A keen gardener and angler, Simon enjoys free time outdoors.

*Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.