Patty manages the daily operations of the firm. She 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 have been essential to the firm’s business. Patty has earned the Financial Planning Qualified Professional (FPQP™) designation.
Education: B.A. Boston College, M.A. University of Connecticut