Patti joined Catamount Financial Advisors in 2006. Drawn to the investment industry through a desire to help people achieve financial peace of mind, she strives to be the “go to” person for any client question or need. Patti holds a BA from the University of Texas at Austin, the Series 66 and Series 7 licenses, the Accredited Asset Management Specialist (AAMS®) and the Financial Planning Qualified Professional (FPQP™) certificates from the College of Financial Planning. Over 22 years working in the financial industry, and a decade of experience in legal and accounting informs her dedication to a high-level client experience.
Originally from Missouri, Patti has called Vermont home for over 20 years.
A core value of Catamount Financial Advisors: Loyalty to family and friends, compassion, honesty, courage, protect others.