For 28 years, Patty has enjoyed helping clients grow, preserve and pass along their assets through a finely tuned and customizable planning approach. Today, Patty continues to enhance her Planning Practice to promote core experiences catering to value, integrity, and service. She works with a number of Individuals, Families and Businesses.
Patty began her career with Investment Network and became one of the first Female Advisors in her Firm and helped her clients towards their financial goals. She holds her FINRA Series 6,7,63,65 securities registrations with LPL Financial. She is also licensed with Life, Health and Long-Term Care. Patty’s focus is Wealth Management Strategies across several areas of Investments and Estate Planning including Retirement Planning, Legacy Planning, Portfolio Construction, Asset Allocation and Investments for Individuals and Business and Long-Term Care Planning.
She is registered in the states of AZ, FL, IA, IL, MN, MO, NC, SC, TX, VA, WA, WI.
Patty enjoys traveling both Domestic and Internationally with her family.