Patrick brings over 20 years of industry experience to Sapers & Wallack. His primary role involves the design, implementation, and ongoing administration of executive benefit plans. He currently manages a wide range of programs, including 162 Bonus Plans, Split-Dollar Life Insurance arrangements, Executive Deferred Compensation Programs, and customized benefit solutions for both for-profit and non-profit organizations.

In addition to plan management, Patrick monitors the performance of clients’ existing life insurance, long-term care, and annuity policies. He also supports the firm’s advisors by conducting in-depth needs assessments and recommending tailored insurance solutions.

Patrick joined Sapers & Wallack in 2006. Prior to that, he worked at Lander & Associates in Needham, with a focus on premium-financed life insurance strategies.

He holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations, and earned a bachelor’s degree in Finance from the Isenberg School of Management at the University of Massachusetts at Amherst.