Patricia’s area of concentration is financial planning with a focus on effective management of personal net worth, while incorporating taxes, insurance, and estate planning. Patricia is dedicated to the success of our clients. She monitors clients’ financial plans and helps to implement strategies to attain their financial objectives.
Pat values getting to know our clients and their unique situations. With more than 30 years of experience in providing comprehensive financial planning services, she is committed to consistently finding professional and responsive solutions to every client’s financial needs.
The most rewarding part of Pat’s responsibilities is cultivating relationships and helping clients achieve the goals they have envisioned.
Pat received her CERTIFIED FINANCIAL PLANNER™ designation from the College of Financial Planning in Denver, Colorado in 1989. She has been an active member of the Financial Planning Association of Southern Wisconsin for over 15 years.
Pat can be reached at extension 106.