Get to Know Patricia
Patricia is our Marketing Executive, in charge of not only welcoming clients into our Erie office, but creating a digital space that’s helpful and informative.
Although she is new to the financial and retirement planning world, Patricia has always been interested in helping others in such an important life event.
She strives to provide an experience that feels like a second home to clients and their families, and loves to make them feel like they’re top-priority in any matter that they may need support in.
Patricia can be described in a few words: positive, compassionate, empathetic, and loyal. She’s always curious about how to make things better, thinking outside the box, and considers herself a lifelong learner.
Outside of the office, she enjoys spending time with her husband, gardening, reading, traveling, and enjoying the outdoors.
Meet Your Retirement Partners
Our clients experience something rare and wonderful - it’s a direct result of our forward-thinking, client-centric team.