Patty is our expert on everything behind the scenes. She gets client portals up and running, manages the new client onboarding process, verifies transfer of assets, manages the databases, and draws up paperwork for new and existing clients. She is the driving force that keeps everything running smoothly.
With over 20 years in the financial services industry, Patty is an important asset to the team. She brings insights and experience to her role as Operations Manager.
Outside of the office she enjoys volunteering at a local horse therapy ranch helping special needs children and young adults experience therapeutic riding. She also enjoys hikes in the woods to unwind, photography, biking, camping, spending time with family and friends, and is very fortunate to have her two grandchildren Riley and Griffin in the area for snuggle and play time. Patty and her husband Chris have a daughter, Jenna and two sons, Spencer (Christine ) and Collin (Courtney).
Favorite place I’ve been to: Bamboo Forest in Maui
Favorite Authors: Ted Dekker and Karen Kingsbury
If money and time were not an issue I would: Own and work at an animal rescue ranch
Favorite things to photograph: my grandkids of course, birds, squirrels, horses, sunrise/sunset
Pet: Standard Poodle, Stella