Patrick Shaw joined Lido in 2023. Patrick brings his skills and experience to enhance the client relationship and provide advice that will help grow and protect his clients’ wealth. He focuses on customized wealth planning and portfolio management as well as proactive client advice. Patrick began his finance career in 2006 in Chicago before moving to Metro Detroit in 2018. Patrick is a graduate of North Central College where he earned his B.A. in Physical Education. He is a Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®). Outside of work, he enjoys spending time with his wife and watching their three children’s activities. He is proud to be involved in his local community through volunteering and coaching.