With over 25 years of experience in the financial services industry, Patti’s focus is to provide wealth management solutions to individuals, families, and businesses while delivering unparalleled service.
As a Colorado native, Patti has been lucky to spend most of her life on the front range. She is a graduate of Colorado State University and has been a licensed registered representative since 1993. She moved her practice to LPL Financial in 2009 and joined WMG in August of 2018.
Her mission is to provide objective, tailored advice that aligns with each client’s financial and life goals and strives to manage each relationship with relevance to those goals. She works hard to create a trusted, long-term relationship with her clients and their families. She believes that communication is the key to advisor and client success.
Patti holds Series 7, 65, and 63 registrations with LPL Financial. She is a General Securities Representative and an Investment Advisor Representative (IAR) with LPL Financial. She also holds the designation of Chartered Retirement Planning Counselor (CRPC®).
Patti, her husband Barry and Labrador Retriever Clifford live in the foothills of Loveland, Colorado. Their many interests take them outside where they enjoy all the natural beauty that the Rocky Mountains have to offer. Adventures find them backpacking, traveling, exploring regional food and wine, and occasionally you'll find her on the golf courses in Northern Colorado.
Whether you have significant assets to manage—or if you are just starting out—Patti has the tools and background to provide the advice and guidance that may fit your needs.