Equipped with decades of experience in finance, education, and counseling, Pat’s talents with money and people make her an exceptional financial advisor.
Her varied experience has made her an astute listener, skilled at assessing her clients’ individual needs.
Pat received a BS from Idaho State University, a master’s degree from the University of Arizona, and has done post-graduate work in counseling. Before becoming a financial advisor, Pat taught high school classes for 17 years. After earning her first securities license in 1972, Pat went on to open her own financial services business in 1982.
Pat is the mother of three and grandmother of 11. She strongly believes in giving back to the community and in mentoring others seeking a similar career path.
Designations
Certified Financial Planner, CFP®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Financial Planners must attain a bachelor’s degree (or higher) from an accredited college or university and have three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Certified Financial Planners must also complete a CFP-board registered program, or hold one of the following: CPA, ChFC, Chartered Life Underwriter (CLU), CFA, Ph.D. in business or economics, Doctor of Business Administration, or an Attorney’s License.
Community Involvement
Renown Health Foundation, Director
Nevada Interfaith Association, Councilmember