Background & Experience
With more than 25 years of financial services experience, Pat strives to help ensure that our clients’ administrative and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, executing account transfers and answering questions regarding monthly statements.
Away from the Office
Outside of the office Pat is an active volunteer with several local veterans’ organizations, and loves spending time with her two grandchildren, Peyten & Brandon.