Patrick has built Vital Wealth to deliver tremendous value, understanding that your finances are complex and you’re busy. Vital Wealth redefines the planning experience by changing the outdated Wall Street model. Having been an entrepreneur for nearly 20 years, Patrick understands complicated finances and is most passionate about helping to get to the essence of what is most important to you so you can make life great.

Carey can handle all your complex financial concerns. She has been in the financial planning industry since 2014, having received her Bachelor of Science and Master of Science degrees in Personal Financial Planning from Texas Tech University. She is also a Certified Financial Planner™ professional. Carey finds great success in simplifying complex matters. While she likes the quantitative nature of financial planning, creating and nurturing authentic relationships with clients is where she finds joy.

When it comes to executing the fine details of your financial planning, Nadine will help you every step of the way. With over a decade of experience in the financial services industry, Nadine brings great knowledge and enthusiasm to Vital Wealth. Her love of learning benefits clients as she opens and services client accounts and helps track down answers to the tough questions. She enjoys serving clients and making sure that you are happy with your experience at Vital Wealth. Her interest in people led her to a bachelor’s degree in psychology and this career.