Patti joined our team in November of 2016. In her role as Operations Coordinator, Patti handles the day-to-day activities that ensure smooth, efficient business processes and functions. She provides direct support to our clients establishing new accounts and coordinating transfers.
Patti and her husband Chuck reside in Hagerstown. They have two daughters who are both elementary school teachers in the area. She enjoys spending time with her growing family, reading, cooking and entertaining family and friends.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.