Pat joined our team in 2011 as a full-time Client Service Associate. In 2019 she was promoted to Chief Compliance Officer. Her primary responsibility as CCO is overseeing and monitoring the implementation of our compliance program. This includes maintaining current policies and procedures designed to meet federal securities laws. Pat also works with our clients providing first class service when it comes to non-investment and financial planning issues that may arise. Pat was previously 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 Shores with Jeff, her husband of over 40 years. They have a son, Tim who is currently studying microbiology at Michigan State University. In her spare time, Pat enjoys gardening and boating on Lake St. Clair.