With more than 30 years of experience in the financial services industry, and as the lead 401(k) professional on the team, Patty’s accumulated knowledge and perspective can help keep you and your financial future on a steady course. She understands the dynamics of qualified retirement plans and is directly involved in plan implementation and design, developing participant education programs, and assisting with your service-related matters.
Patty endeavors to create long-term, meaningful relationships with a select group of business clients and their employees. She understands how to balance the complex forces at work and how to adapt intelligently as conditions change. Ultimately, her goal is to help individuals successfully plan and save for one of the most important periods in their lives: retirement.
She holds the Chartered Retirement Plan Specialist (CRPS®) designation from the College for Financial Planning, the Certified Plan Fiduciary Advisor (CPFA) credential from the National Association of Plan Advisors and the Accredited Investment Fiduciary (AIF®) designation from Fi360.
Patty earned a degree in Economics from St. Mary’s College of Maryland. A native of Lexington Park, Maryland, Patty now resides in Providence Forge, Virginia. She is a member of the Raymond James Retirement Plan & Institutional Advisory Council (RIAC)*, National Association of Plan Advisors (NAPA)**, Women in Pensions Network (WiPN)**, and is a long-standing member and past President of the Central Virginia Employee Benefits Council (CVEBC)**. Away from the office, Patty also enjoys travelling, reading, cooking, and spending quality time with family and friends.
*Raymond James' Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client's experience, and is not indicative of future performance. No fee is paid in exchange for this membership. Requalification is not required.
**Raymond James is not affiliated with the above organizations.