Patrick Callahan is the founder of Xception Advisory Group, serving as team leader and wealth management advisor at the firm. Patrick leads his team and clients in developing tailored client strategy designs unique to each client and maintains his focus on active entrepreneurs and retired/transitioning entrepreneurs.
Leveraging his background as a business and estate attorney, international tax consultant, and financial consultant, Patrick works exclusively with successful business owners to help organize and integrate various aspects of their business and personal strategic planning.
Patrick earned his B.A. in International Economics and Finance from the Catholic University of America in Washington, DC. He began his career with Arthur Andersen and Deloitte Tax providing international tax consulting to Fortune 500 multinationals. He earned his law degree from the Georgia State University College of Law and practiced in the areas of corporate law, business planning, tax, and trusts & estate planning. Patrick has his insurance license and has his FINRA Series 6, 63, 7, and 65.
He presently resides in Peachtree Corners, Georgia with his wife, Elisabeth, and their three daughters.
* Patrick is an active member in good standing with the Georgia Bar and provides legal services through a law firm unaffiliated with Xception Advisory Group. Patrick does NOT provide legal services through Xception Advisory Group.