Patti Kavanagh, FPQP®
Director of Relationship Management | Chief Administrative Officer
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 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 in Arizona, where I held retail, operations, and management positions. I also worked as a business banking officer with the Business Banking Group before relocating to Minnesota in 2007, ultimately joining Wells Fargo Advisors. I have been fortunate to work alongside many talented managers and coworkers throughout my career. I learned the value of relationships with clients and peers over processes and transactions. Throughout my 25+ 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 to help oversee financial assessments and family needs. I am committed to working ethically and diligently on their behalf.
I am honored to be a part of our growing Sandwich Generation - Caring for living parents over 65 while supporting grown children. Devoting financial and emotional support to multiple generations can be challenging but a blessing. 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 business, I always find 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.