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Patrick Elliott CFP® is a seasoned financial professional currently serving as a Senior Financial Planner at Uprise, a position held since October 2023. Prior to this, Patrick held several roles at Facet Wealth, including Senior Lead Planner and Lead Planner, from July 2020 to July 2023, focusing on full financial life management for mass affluent households. Patrick's experience also includes a tenure as a Private Wealth Manager at Creative Planning Inc. from March 2013 to July 2019, and as a Wealth Manager at USAA from November 2007 to March 2013. Patrick earned an MBA in Business Administration and Management from the W. P. Carey School of Business at Arizona State University and a BBS in Business from Charter Oak State College.