Sawyer Patrick

Sawyer believes financial planning is about helping people build the life they envision for themselves and their families. After working in corporate financial analysis, he transitioned to financial planning because he wants to have a more direct impact on people's lives. He looks forward to partnering with clients to simplify complex financial decisions and create personalized strategies that help them pursue goals they may have once thought were out of reach.

With a bachelor's degree in Economics from the University of Oregon and a background in financial analysis and strategic planning, Sawyer brings an analytical mindset to every client relationship while keeping conversations approachable and focused on what matters most. He works with individuals and families seeking comprehensive strategies and is passionate about building long-term relationships founded on trust, education, and open communication.

Sawyer has successfully passed the CFP® exam and is currently completing the professional experience requirement to earn the CFP® certification.

Originally from the Pacific Northwest, Sawyer now calls Hawaii home with his wife, their toddler son, and two dogs. Outside of work, he enjoys golfing, surfing, playing basketball, and spending time with his family. Although he misses snowboarding in the mountains, he appreciates the opportunity to enjoy Hawaii's outdoor lifestyle year-round.