Patricia has over 16 years of experience in the financial services industry.
Patricia focuses on helping her clients meet their investment planning goals and objectives. Patricia provides advice and guidance in the areas of retirement planning, asset management, insurance, and the implementation of an overall financial plan.
Patricia holds her FINRA Series 7 & 66 registration with Cambridge Investment Research, Inc. is Life & Health insuranced licensed with the State of Maryland and is a Certified Financial Planner®.
In 2001, she graduated summa cum laude from the Catholic University of America in Washington, DC with a Bachelor of Science degree in International Economics and Finance and a minor in Computer Science. Additionally, she was the recipient of the Federal Reserve Bank of Richmond 2001 Excellence Award.