Patrick resides with his wife and two young boys in Charleston, South Carolina. He began his career in the financial services industry in 2009 with MetLife and currently owns and operates Sherman Financial & Wealth Management LLC, an independent RIA firm.
In 2020, Patrick started assisting firms within The Fiduciary Alliance as a paraplanner, helping to enhance their financial planning capabilities. Since Creative Retirement Solutions Group became an affiliated member firm with The Fiduciary Alliance, Patrick has joined the Creative Retirement Solutions Group (CRSG) family, where he provides specialized paraplanning services tailored to meet the unique needs of our clients, ensuring comprehensive and personalized financial strategies
In his free time, Patrick enjoys spending precious moments with his family and their chocolate lab at the beach, playing golf, traveling, and supporting his alma mater, the Kentucky Wildcats. He is also an active member of the Daniel Island Rotary Club and a parishioner of St. Claire of Assisi.