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Patti

Steffens, AAMS®, FPQP

Practice Business Manager

Patti Steffens Bio Image

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 twenty years.

Raymond James is not affiliated with the above organizations.


Patti Steffens Bio Image

“To give real service you must add something which cannot be bought or measured with money. And that is sincerity and integrity.”


Douglas
Adams