Patty has been in the financial services industry for more than 45 years and joined the group in September 2004. She is responsible for client-related services and day-to-day account operations. Patty is Series 7 and 63 licensed. She and her husband, Phil, are the parents of three daughters, Emily, Hannah and Natalie. They also have three grandchildren, Eleanor, Theo and Jalen. In her spare time, Patty enjoys volunteering at her church and spending time with her family. Being a Mimi to her three grandchildren keeps her busy with lots of play dates and sleep overs. Patty and Phil reside on the south side of Indianapolis.