Patrick is a graduate of Carroll College in Helena, MT. He began his career as a Financial Advisor with D. A Davidson in 1996. A recognized leader in the wealth management profession, he has been quoted in local and national press and has guest lectured at Montana State University Billings and Rocky Mountain College.

Patrick has a passion for helping clients achieve financial peace of mind, freeing them to live a life filled with meaning. 

Patrick and his wife, Annie, enjoy traveling, scuba diving, and spending time with children and grandchildren.

Kari is thrilled to be back with Patrick O’Leary Wealth Management as Patrick’s Client Associate. Having moved in 2009 after accepting a marriage proposal, she is excited to escape the southern heat in exchange for the cooler Montana climate.

In Kari’s role as a Client Associate, she assists clients in implementing their financial plans with precision, care, and understanding of each individual’s unique situation. Before joining D.A. Davidson, Kari attended the University of New Orleans where she earned a degree in English.

Outside of work, Kari enjoys reading and playing golf while spending as much quality time with her family as she can.