Pat prides herself on her very close working relationships with our clients.
Experience to guide you forward
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.
Making a difference in my community
Pat is an avid supporter of the Disabled American Veterans in honor of her late husband, Kenny. She also contributes to her local humane society, one of her favorite charities.
Outside the office
In her free time, Pat most enjoys spending time with her four grandchildren, Marta, Anna, Jensen, and Kennedy. She loves playing with her dogs and also trying new things such as crocheting, painting and working on her house.