Armed with nearly 40 years of experience in finance and an extensive background in education and counseling, Pat is qualified as a financial advisor. Her varied experience has helped make her an astute listener, skilled at assessing the individual needs of her clients.
Pat received her BS from Idaho State University, a Master’s Degree from the University of Arizona, and has done post-graduate work in counseling. Earning her first securities license in 1972, she has owned her own financial services business since 1982. Before becoming a financial advisor, Pat taught high school for 17 years.
Pat has been recognized by Barron’s magazine as one of the Top 100 Women Financial Advisors (June 2006) and as one of America’s Top 100 Independent Advisors by Registered Rep magazine (August 2007, 2009). Pat is a FINRA registered representative.
Pat is the mother of three, grandmother of eleven. Pat believes strongly in giving back to the community and in mentoring others seeking a similar career path.
Certified Financial Planner, CFP®
Community Involvement (Current & Prior)
National Endowment for Financial Education (NEFE), Board of Trustees
Financial Planning Association of Nevada
- Board Member
- Pro Bono Chairman
Meredith Enterprises, Board of Directors
Associated Securities Corporation
- Board of Directors
- Chairman, Real Estate Committee
Junior Achievement of Northern Nevada, Board of Directors
Renown Health Foundation, Board member