Patrick Roberts, CPASenior Investment Analyst
Certified Public Accountant (CPA)
In college, Patrick’s favorite classes focused on tax and finance, so a career in financial planning was an obvious choice. But once he began working with clients personally, he found there was something he loved even more: applying his skills to help real people achieve life-changing goals through great technology.
Passionate about helping our clients and his fellow teammates at Market Street, Patrick joined Market Street in 2015 after practicing at another Indianapolis-based firm for the first 7 years of his career. His attention to detail brings a high level of efficiency to his work, and it supports his goal of making all of our client data as accurate as possible.
A Certified Public Accountant (CPA), Patrick is a graduate of Franklin College, where he earned a B.A. in Accounting & Business. He now serves his alma mater as a member of the Housing Corporation of his fraternity, Lambda Chi Alpha. When he’s not busy finding new ways to inject efficiency into our processes, Patrick enjoys spending time with his wife, Shannon, his sons Ethan and Caleb, and their dog Reggie. He also loves playing golf, and he’s a big TV and movie fan.
“I’m obsessed with efficiency. I get the biggest kick out of looking at a process or way of doing things and finding a way to make it better, more accurate, and more efficient. I love to take complex data and organize it into a clean, clear format to help people understand what the numbers really mean.”