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.
You Deserve a Team That Sees the Full Picture
We’re not just here to help you retire. We’re here to help you retire well.
And we believe that starts with clarity, confidence, and a strategy that brings it all together.
Ready to take the next step?
Call us today to schedule your first conversation.
Locations
NATIONWIDE | Virtual Consultations Available Coast to Coast
Pittsburgh | 8160 Perry Hwy, Pittsburgh, PA 15237
Erie | 1946 W 26th Street, Erie, PA 16508
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