Patti started her career in the financial services industry in 1998. She and Martin have been working together since 2006. As branch manager, her focus is to ensure that our clients are met with and cared for proactively in order to help address their needs and strive to exceed their expectations. She also manages operational and compliance procedures with careful attention to detail.
Patti holds Series 7, 9, 10 and 66 licenses. She also holds the College for Financial Planning’s Chartered Retirement Planning Counselor™ designation. Patti has an associate’s degree in art from Mercer County Community College.
Patti and her husband, Stephen, live in Lambertville, New Jersey. They enjoy spending time with their grown children and grandchild. They especially love traveling to New Zealand to visit family.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.