Experience & Expertise
Pat is the CEO and co-founder of Greenspring Advisors. He has been involved in the financial services industry since 2000 and previously worked for Merrill Lynch. He earned a Bachelor of Science from Pennsylvania State University and is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent with the Internal Revenue Service (IRS).
Pat is involved in several charitable organizations, serving as a Board Member for Leadline Ministries, past Treasurer and Board Member of New Song Community Learning Center, and a mentor to entrepreneurs through Innovation Works. He and his wife, Beth, founded The Greenspring Advisors Financial Planning Scholarship through Towson University.
Pat was named a Most Admired CEO by the Daily Record in 2023. He is a frequent speaker at industry conferences and events and is often featured in local, industry, and national media. Under Pat’s leadership, Greenspring was named one of the Largest Fee-Only Advisors by Financial Planning and has been named a Best Place to Work from Pensions and Investments.
Pat is married to Beth and has two sons. In his free time, he enjoys golfing, traveling, and spending time with his family and friends.
The Daily Record’s Most Admired CEO was awarded on September 25th, 2023, based on the time period of August 2023. It was provided by The Daily Record and there was a $20 application filing fee associated with this award.
Financial Planning’s 2023 RIA Leaders Largest Fee-Only RIAs list ranking was released on November 22nd, 2023, based on the time period of the year prior and Form ADV filings. It was provided by Financial Planning in conjunction with COMPLY. Greenspring Advisors did not pay to participate.
The Pensions & Investments Best Places to Work in Money Management was awarded on December 11th, 2023 based on the time period of the year prior and a survey of both the employees and employer. This was awarded by Pensions & Investments. Greenspring Advisors did not pay to participate.
Get Better Acquainted With Pat
Favorite Thing About Working With Clients
“Helping clients articulate what is most important to them, then helping them develop a plan on how they will achieve it.”
My Philosophy On Client Service
“Do what you say you are going to do. Ben Franklin said it best, ‘Well done is better than well said.”