Patti Elzey

Patricia Elzey

Financial Advisor, CRPC® EFG President/Branch Manager

With the knowledge and experience that comes from almost 30 years in the financial services industry, Patti is deeply committed to helping her clients realize their long-term financial goals. She provides a comprehensive approach to wealth management, retirement, financial and estate planning for individuals and their families.

Originally from Spokane, Washington, Patti moved to Seattle and then San Francisco when her father entered active military duty. After graduating from high school, she attended Humboldt State University where she earned a degree in business and marketing and met her husband, Peter. They eventually moved back to Spokane to be near family where they raised their two daughters, Morgan and Reagan.

Outside of the office, Patti and Peter lead an active life. They enjoy spending time with friends and family at their place on Loon Lake, golfing, hiking and biking throughout the summer. In the winter, you’re likely to find them on the ski slopes – although these days, Patti is just as happy cozied up with a good book while Peter heads out into the cold. More recently, they have taken up scuba diving and have enjoyed several incredible ocean trips over the past few years.