Patricia is founder and director of Creekstone Financial. As a Chartered Retirement Planning Counselor^SM, she has in-depth knowledge of the needs individuals face both before and after retirement, and engages in retirement planning for a variety of important issues, such as sources of retirement income, employer-sponsored retirement plans, tax planning, retirement cash flow, asset management, estate planning and more. One specialty important to Patricia is helping divorcees and widows take control of their financial lives.

Before joining Raymond James, Patricia held positions in the Louisville offices of Merrill Lynch and Smith Barney. Earlier in her career, she held leadership positions at Eastman Kodak and Lexmark. Patricia earned a bachelor’s degree from Vanderbilt University.

Patricia was born in Atlanta, but has lived in Chicago, Dallas, Boca Raton, Memphis, Nashville and now Louisville, where she lives with her husband, Michael. They have two sons, Max and Mason. In her free time, Patricia enjoys scuba diving, yoga and cooking. She has served as a volunteer for the Booster Club, Fine Arts Guild and Parent Association of the Kentucky Country Day School.