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.
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In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve.
How does working with a CFP® certified advisor benefit you? – Certified Financial Planner™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.
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.