Patti joined Accompany Wealth as a Client Service Manager, continuing her role in maintaining and delivering quality standards of service to our clients. Patti’s approach to working with clients is a testament to her personality and values- she is conscientious, works with a diligent attention to detail and is always ready to help the team and their clients remain focused and organized.

Patti remains focused on timely delivery of client service. She keeps our calendars, is responsible for client outreach and is looking forward to expanding our marketing efforts to better engage new and existing clients. Before joining our team in May 2023, Patti was a special educator for the Baltimore County School System and an implementation consultant at QGenda. Patti earned her bachelor’s degree in education from Towson University, and went on to earn her masters in education from Loyola University in Maryland.

Originally from Elmwood Park, New Jersey, Patti lives in Parkton with her husband, Mark, and her dog, Finn. Patti’s nest is almost empty, with sons Peyton and Austin residing close by, and her daughter, Erin, attending PA school in South Carolina. You may recognize Patti from her lengthy commitment to the Baltimore area sports community, as she can often be found on the field as a referee for many different sports. In her free time, Patti enjoys pickleball, tennis and skiing and is a member of the Baltimore Board of Women’s Sports.

Raymond James is not affiliated with and does not endorse the above organizations.