Pat has more than 30 years of experience and is the firm’s Registered Wealth Management Associate. She consistently delivers an unwavering passion for excellence and commitment to personal service. Pat oversees all account, administrative and banking needs for our clients and is at the core of everything we do at True Alpha Wealth Management. Pat is always at the front line to our client’s issues and concerns. She is responsible for assisting clients with administrative related items including statements, coordinating income distributions, transfers between accounts, retirement plan contributions and withdrawals. Pat loves working with clients on a daily basis. She is diligent about the details so that when our client’s lives interact with their investments, everything is smooth and efficient. Pat prides herself on her very close working relationships with our clients.