Patti has over 20 years of experience in the financial services industry and works to provide an elevated standard of care to our clients and their families. Working with the team and our clients’ attorneys and/or CPAs, she collaboratively plans long-term strategies to oversee financial assessments and family needs. She is committed to working ethically, creatively, and resourcefully to elevate our clients’ life experience with us. She shares our client-first philosophy, and with her emphasis on relationship management, is an asset to our team. Patti holds the Financial Paraplanner Qualified Professional designation, as well as Life and Health Insurance licenses.
Patti is focused on deepening multi-generational relationships with our clients and continually strives to be attentive to their financial needs.
Born and raised on the east coast shore, I'm an ocean lover at heart. My fondest childhood memories are with my family on the Long Island Sound, where my sister and I learned to swim and appreciate cream cheese and jelly sandwiches with the perfect touch of beach sand. I wouldn't realize until later in life how much I value those memories - if not the sandwiches. When I was a teenager, we relocated to Northern California. Eventually, we moved to Arizona, where I met my husband, Stuart, and where our two children, Aislinn and Jaxson, were born. We now live in Woodbury with our Wheaten Terrier, Maisie.
I started my financial career at Wells Fargo & Company in Arizona, where I held retail, operations, and management positions. I also worked with the Business Banking Group as a business banking officer before relocating to Minnesota in 2007, ultimately joining Wells Fargo Advisors. I have been fortunate throughout my career to work alongside many talented managers and coworkers. I learned the value of relationships with clients and peers over processes and transactions. Throughout my 20+ year career, I have earnestly desired to deliver a high standard of care when overseeing clients and their families' financial success. Working collaboratively with family members, attorneys, and CPAs, we can plan long-term strategies overseeing financial assessments and family needs. I am committed to working ethically and diligently on their behalf.
I serve alongside our growing Sandwich Generation with affection - caring for living parents over 65 while supporting grown children. Devoting financial and emotional support to multiple generations can be a challenge; however, it’s an honor to care for those who once cared for us. Raising a child and caring for a parent are two different things; all you can do in either situation is keep them healthy, keep them safe, and love them for who they are until you have to let them go.
Despite life’s busyness, I endeavor to find quality time for good friends, competitive physical fitness, rewarding home projects, and fun sporting events.
As a team, our mission is to enhance the quality of our clients' lives and bring prosperity and blessings to those we serve. I focus on deepening multi-generational relationships with our clients and continuously strive to be attentive to their financial needs.