Patricia Valentine, FPQP, Client Associate

Patty works at the firm’s principal office in Montpelier, VT. She focuses on client outreach and support, handles the firm’s Salesforce Client Relationship Management system, manages the firm’s bookkeeping in Quickbooks, and much more. Her previous experience in college administration and financial aid, as well as in bookkeeping and operations work in retail and small businesses has given her financial skills that have been essential to the firm’s business. Patty has earned the Financial Planning Qualified Professional (FPQPâ„¢) designation.

Education: B.A. Boston College, M.A. University of Connecticut

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