Modus Wealth Management focuses on serving serious, individual investors and business owners. Patrick and the team work to understand each client’s priorities and follow a specific, forward-thinking process to develop a tailored strategy to help keep clients on track. Patrick’s unique approach to financial services focuses on maintaining appropriate investor behavior to help clients avoid making big emotional mistakes during market declines. Modus’ primary mission is to deliver the financial confidence clients are seeking in their lives – today and in the future.

Patrick received the professional designation of Certified Financial Planner™ in 2017. The Certified Financial Planner Board of Standards Inc. awards the CFP® certification to individuals who meet the board’s professional requirements in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility, and comply with the Financial Planning Practice Standards.

Originally from Texas, Patrick has resided in Florida since 2008 and in the Florida Keys since 2014. He and his wife enjoy traveling the world, being wine enthusiasts, fishing, tennis, golfing, and supporting local community events.

As the manager of client relationships and operations, Nancy provides clients with the highest level of service possible. She works to ensure each interaction with the Modus Wealth Management team is a positive one. In addition, Nancy focuses on enhancing the client experience by continually evaluating and improving Modus’ processes and maintaining the flow of operations.

She is a financial services industry veteran with accounting and customer service experience. Additionally, Nancy is adept in statistical analytics, budgeting, estimating, forecasting, fund accounting and allocation management, contract and licensing coordination, and compliance.

Nancy loves to enjoy the Keys water. She enjoys boating, snorkeling, and fishing with her husband in her spare time.

As a Client Services and Marketing Associate, Wendy oversees a spectrum of responsibilities. As part of her client service duties, she manages client communications, addresses inquiries, and ensures a positive client experience. Simultaneously, Wendy is pivotal in developing and executing marketing initiatives, from digital campaigns to traditional outreach strategies, to enhance Modus’ market presence.

Wendy brings significant experience, with years of hands-on involvement in client services and marketing across various industries. An unwavering commitment to client satisfaction is at the core of her professional philosophy. She excels in cultivating strong, trust-based relationships with clients. Wendy listens attentively, understands client goals, and provides friendly, professional service and support.

A Texas native, Wendy has lived in the Keys since 2013. She spends much of her free time out on the water with friends. She also enjoys reading, traveling, and spending time in nature.