Patrick O’Connor, CFP®, joins HHM Wealth Advisors where he will play a pivotal part in leading the firm’s entrance into the Memphis market. Patrick brings 10+ years of experience in financial services to his role as a Wealth Advisor with HHM. His primary responsibilities will include working closely with individual investors, providing retirement plan investment consulting, providing financial planning to high-net-worth individuals, and offering individualized participant education services partnering with CPAs and estate planning attorneys to better serve clients on tax and estate matters. Additionally, Patrick has extensive experience working with non-profit organizations, advising on foundation and endowment investment policies and allocations. Prior to joining HHM Wealth, Patrick was the First Vice President at Duncan Williams Asset Management. A native of Memphis, Patrick earned his degree from Pepperdine University in Malibu, CA. Beyond his professional endeavors, Patrick is deeply committed to his community. He serves as the President on the Board of Directors for the Germantown Performing Arts Center and as a Member of the Board of Directors for the Children's Museum of Memphis. His wife, Katy, works at St. Jude Children’s Research Hospital, and together they are active members of Second Presbyterian Church. Outside of work, Patrick enjoys fishing, playing golf, and biking.