“Patty is knowledgeable, professional, and responsive. She took the time to understand my financial situation and has offered me tailored advice and guidance. She is patient and thorough, making sure I understand everything before I leave her office. Her responsiveness sets her apart from others I've worked with - she always returns calls promptly and truly cares. Highly recommend!”
“Patty is knowledgeable, professional, and responsive. She took the time to understand my financial situation and has offered me tailored advice and guidance. She is patient and thorough, making sure I understand everything before I leave her office. Her responsiveness sets her apart from others I've worked with - she always returns calls promptly and truly cares. Highly recommend!”