Working with Patrick has been a great experience. He was incredibly flexible with scheduling and took the time to walk us through a detailed overview of his company’s services. He clearly articulated what his team would need from us and backed it up with specifics, which helped set clear expectations. What stood out most was how he genuinely took the time to understand some of the potential gaps in our individual business, offering thoughtful insights on how his team could support us. As we worked through the report, he remained engaged and responsive to ideas we brought forward, providing honest and constructive feedback along the way.