Patty has been in the financial services industry for more than 34 years and joined the group in September, 2004. She is responsible for all of Chuck’s client-related service and day-to-day account operations. Patty is also Series 7 and 63 licensed. Patty and her husband Phil are the parents of three daughters: Emily, Hannah and Natalie and live on the south side of Indianapolis. As a family, they are actively involved in their church.