Client Service Specialist
Patty joined the firm in 2007 and provides outstanding client service and support. She is a valuable resource for general questions and servicing needs. As a registered administrative assistant, Patty holds her Series 6 and 63 registrations.
Patty and her husband live in Pasadena, CA and spend time with their family, including their three children and grandchild who live locally. In her free time, she enjoys being outdoors and can be found hiking or visiting the beach. She also likes exploring museums and attending cultural events in Los Angeles.