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 22 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 horse therapy ranch helping special needs children and young adults experience therapeutic riding. She also enjoys hiking, photography, biking, camping, spending time with family. Patty and her husband Chris have a daughter, Jenna (Alex) Dessa and Marlo, and two sons, Spencer (Christine) Riley, and Collin (Courtney) Griffin.
Favorite place so far: Bamboo Forest in Maui
Favorite Authors: Ted Dekker
If money and time were not an issue I would: Own and work at an animal rescue ranch and travel
Favorite things to photograph: grandkids and nature
Pet: Standard Poodle