Pat is a Principal with BCG. Along with overseeing BCG's Austin, TX operations office, he is responsible for all firm activities pertaining to negotiating, implementing and finalizing liability settlements arranged for the firm's clients. Pat has been a Principal with BCG since July 1990.
Pat started his career with Peat, Marwick, Mitchell & Co., CPAs, then joined a large local Austin, TX CPA firm, which later merged with KMG Main Hurdman (now KPMG), as Senior Partner overseeing the firm's Tax and Financial Services groups. From 1990 to the present he has been a Principal with Terminal Funding Co., which joined with BCG in 2003 to form BCG Terminal Funding Co., which changed its name to BCG Pension Risk Consultants in 2014.
Pat's over 45 years of experience in retirement benefits, taxation and financial management services affords him the ability to provide a wide variety of assistance to BCG's clients. Pat currently holds life and annuity insurance licenses all 50 states, and he is not affiliated with any insurance company as an agent.
Pat has been actively involved with a number of Central Texas non-profit entities as an Officer/Board Member, including Austin Westlake Rotary (President); YouthLaunch (Board Treasurer); SafePlace/Center for Battered Women (Chair - Finance & Building Committees); St. Stephen's Episcopal School (Chair - Finance Committee); and Austin Ballet Theatre Board (Treasurer).
Pat graduated from the University of Texas at Austin with undergraduate and graduate degrees in accounting.
- American Society of Pension Professionals
- American Institute of Certified Public Accountants