About Patrick Financial

Get to know the people behind our practice, and learn more about the roots we’ve built in Hamilton, Ohio and beyond.

Rooted in Relationship. Built on Trust.

Patrick Financial was founded over 50 years ago by Pat Hogan with a simple philosophy: treat clients like family, and always put their needs first. Today, that same approach continues with Dan Schmitz, who brings a global perspective, significant financial experience, and a warm, practical touch.

We’re a small firm by design.

When you call, you talk to someone who knows your name.

We aren’t in the business of pushing products—we’re here to provide thoughtful guidance that helps you move forward with clarity and confidence. We’ve been part of Hamilton, Ohio’s story for more than five decades—from the early days to the exciting revitalization happening across our city today. Our roots run deep here, but we also serve clients across the country thanks to long-standing relationships built on trust and care.

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Meet the Team

A Personal Approach in a Noisy Industry

Generational Perspective

We’ve helped families navigate financial decisions across multiple generations. That long view shapes our advice and keeps us focused on what matters: your long-term success and peace of mind.

No Sales Quotas, Ever

We’re independent and client-first. That means no pressure to sell products or hit quotas—just straightforward conversations about your goals and priorities.

Real People, Real Relationships

We don’t believe in call centers. When you reach out, you’ll speak to Dan or Pat—two advisors who know your story and care about the outcome.