Patrice believes that enduring relationships are the greatest reward of the work she does. The investors she advises become more than simply clients to her – they become lifelong friends. She devotes her skill to helping each of them achieve the financial freedom and sense of well-being to live – and enjoy – the lives of their choosing.
Starting with Prudential-Bache Securities in 1986 as a receptionist, Patrice quickly rose within the ranks of firms including E.F. Hutton, Kidder, Peabody & Company and Smith Barney to become a wire operator, then a registered associate and finally a successful financial advisor. Her team made the move to Raymond James in 2008.
Patrice earned an associate degree in liberal studies, summa cum laude, and attended Oakland University, the University of Michigan – Dearborn, Orange Coast College and Oakland Community College. In 2002, she completed the rigorous coursework and testing and met the ethical requirements to become a CERTIFIED FINANCIAL PLANNER™ professional. In 2009, Patrice successfully satisfied the curriculum and examinations required by the National Institute of Certified Estate Planners and Raymond James, respectively, to earn the designations of Certified Estate Planner and Investment Management Consultant. Patrice has been quoted in US News and World Report.
A native of Oakland County, Michigan, Patrice calls Rochester Hills her home. She is active in the community as a member of The Women of Faith and and assists in the nursery, ushering and on the praise team at Faith Church-EPC. She is a long-standing member of the Financial Planning Association of Michigan. In addition, she is one of the original Power of 100 Women with the Michigan Women's Foundation. Outside the office, she enjoys reading, windjamming, zumba, travel, learning languages and spending time with her son and daughter, their cat Garfield and their two Great Danes Frankie and Meatball.
Patrice was a member of the Raymond James Leader's Club in 2009 and 2010 as well as President's Club in 2011, 2012 and 2013.*