Pat’s motto is “integrity first, always” and her greatest joy professionally is seeing your goals and plans come to fruition. Pat delights in that several of her families, the child that was playing on the floor during early planning meetings is now a successful, productive adult who has chosen her as their financial advisor as well. With extensive credentials to her name, Pat is a Certified Finan
cial Planner™, a Certified Kingdom Advisor, a Chartered Life Underwriter® (CLU), and a Chartered Financial Consultant (ChFC). Her expertise and commitment to excellence have earned her a reputation as a trusted advisor in financial planning. Stringent continuing education is a pillar of Pat’s practice, as she endeavors to learn the latest strategies to add value to your relationship, perhaps saving you money, maximizing social security, helping you navigate Medicare, and help you align your investments to your values. To offer continuing education for her clients and their friends and family members, Pat regularly offers fun, educational programs to keep an ongoing dialogue and seek to better understand what is important to each client so that she can better serve them. Pat is married to Duane, her college sweetheart and partner. Their son Craig, a finance graduate of Grove City College and their daughter Grace, a marketing graduate from Temple University are key in their succession plan. Outside of the office, Pat’s passions are Ladies Bible study at Cedar Crest Bible Fellowship church, and group exercise including cycling and strength.
