Broker Check
Meet Our Newest Team Member, Patty!

Meet Our Newest Team Member, Patty!

February 16, 2022
Share |

Patty is our newest operations specialist. 

She comes to us with 5 years experience working for Morgan Stanley.  She will assist our advisors with case design, onboarding and client servicing.  

When not working on photography, Patricia spends her free time with her husband, three kids, and dogs in the mountains on the lake or dirt bike riding.