Patti leads client services and brings over a decade of financial services industry experience and enjoys serving as the primary point of contact for client inquiries and requests.
Patti graduated with a Finance degree from the University of Wisconsin-LaCrosse and holds the series 7, 66, and life & health insurance licenses.
Prior to her career, she was a stay-at-home mom to two wonderful boys, both of whom graduated from college and began their respective careers. Patti and her husband have been married for over 25 years.
