Patricia began her career in the financial services industry over nine years ago as a financial advisor with Waddell & Reed. Her core passion has always been rooted in helping others.
Having owned several small businesses in the health and fitness industries, Patricia understands the needs and challenges that face today’s business owner.
[Her specialties include wealth accumulation and preservation strategies, retirement planning both at the individual and company level, long term care and social security planning.]
Patricia currently holds her FINRA Series 6, 63 and 65 licenses as well as her Health/Life/Accident insurance license. She has obtained her Chartered Retirement Planning Counselor designation (CRPC®) and is certified to sell Long Term Care insurance.
Patricia loves the Lord and both she and her husband are very active within their church. When she’s not helping clients, she enjoys spending time with her family, in her garden or immersed in music. She plays four instruments and also likes to write her own music.
In addition Patricia and her husband enjoy riding motorcycle and spending time with their three children and six grandchildren.