Patty is an experienced and fully licensed financial administrative assistant of more than 25 years, previously working at RBC and Wells Fargo before joining OnCourse Wealth Management. Her outgoing personality is evident in her superior client service skills. She enjoys working with clients and learning about their lives. She handles most day-today activities for the office and is the firm's first point of contact. She's likely to offer her sense of humor when clients arrive and is tenacious at insuring clients know how important they are to the firm.
She loves dogs, especially her Precious!