Patti has been in the financial industry since 2012. At Susan Dick Financial Services, LLC, Patti’s role is to manage the account opening and maintenance process. She also facilitates account transfers, money movements, as well as processing general client account requests and questions. Patti annually attends the Raymond James Branch Professional conference to stay up-to-date on best practices and regulatory changes. Her background of which she spent 10 years teaching has helped to play an integral role of training the client service associates in business operations, procedures, and technology.
Patti grew up in Stillwater and graduated from Oklahoma State University with a degree in Special Education. She and her husband, Jim, having also sent all three children to OSU are huge Cowboys fans. Patti also has two grandchildren, Levi & Ava, and enjoys frequent visits to Stillwater and Houston to spend time with family.