Patty manages the daily operations of the firm and serves as the front line for client outreach and support. Patty also manages our client records, bookkeeping, and supports our compliance efforts. Her previous experience in college administration and financial aid, as well as in bookkeeping and operations work in small businesses, has given her financial skills that are essential to the firm’s business. Patty has earned the Financial Planning Qualified Professional (FPQP™) designation.
Outside of work, Patty spends as much time as she can outside enjoying Vermont’s beauty. She lives with her husband and two black Labs, and enjoys visits with their adult children. Patty’s hobbies include pottery, knitting, gardening, and photography, and she volunteers with East Montpelier Trails and Good Beginnings of Central Vermont.
Education: B.A. Boston College, M.A. University of Connecticut