“Whether you’re planning for retirement, saving for a new home, or building a legacy for future generations, we work to help you reach that goal, to stay on track, and to be sure we always know what that track is. We strive to build a client relationship built on trust and satisfaction, helping to ensure a long-lasting client/advisor bond.”
Patty works with her daughter, Jamie, to form a committed mother-daughter team. Patty and Jamie specialize in providing their clients with personalized service and advice in the areas of retirement planning, portfolio management, estate planning, and insurance. They are focused on helping clients and their families become and remain financially sound.
Patty is deeply involved in the community. She is an active member and past president of the Carnegie-Collier Rotary. Patty has served as Carnegie-Collier Rotary’s Board of Directors and is a Paul Harris Fellow.
Patty attended Duquesne University in Pittsburgh and holds Series 7 and 65 Securities licenses, as well as Life, Accident and Health Insurance. She has earned the designation AAMS (Accredited Asset Management Specialist).