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About Pat

13906927_1271412696205251_4470514638466332920_nI specialize in financial education, empowerment, and implementation of funds for smart women who are ready to take their retirement seriously. There is an urgent need for women of the Baby Boomer generation to be educated about ALL the options for their hard-earned money. They don’t need to be coddled, or talked down to. They need solid, reliable options, a personalized strategy for short and long-term goals, and a coach they trust to keep their funds on track. That’s where I come in.

I have over a decade of experience in the financial industry, and am passionate about enabling women to be smart about their money. I know how to implement a personalized goal to keep funds safe in this unpredictable economy. Look, ladies, you’ve been dedicated about saving your money so you can retire. It’s my priority to KEEP you retired. That starts with basic education on your end. And concrete, leading-edge options on my end. I bring those choices to you as an independent agent, and that means you are not limited to just one company.

In a sea of financial service providers. I stand out because I’m looking to make a significant difference in your financial life. You matter to me. And while we have classes, and educational opportunities for those who want it, I personally stay up to date on all the latest financial trends and information so you can trust that you are safe in my hands. I provide the peace of mind needed for you to truly feel valued.

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