Pat joined our team in 2011 as a full-time Client Service Associate. Pat's primary role is to ensure that all clients receive first class service when it comes to non-investment and financial planning issues that may arise. Her extensive customer service dedication shows through her prior work experience where she was employed for 20 years at a local bank trust department, and worked her way up to Assistant Vice President.

Pat has lived in the Detroit area all her life. She currently resides in Grosse Pointe Woods with Jeff, her husband of over 35 years, and their teenage son Tim. In her spare time Pat enjoys gardening and spending summer days boating on Lake St. Clair.