Pattie helps us maintain the high level of service we provide to our clients. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients’ questions and generally makes sure their needs are always her first priority.

She also plays a key role in opening new client accounts, preparing reports, processing documents and handling administrative duties. As an added convenience to our clients and team, Pattie is also a Notary Public*.

Before joining our team, Pattie worked for 20 years with Merrill Lynch as a Senior Client Associate, helping our group for the last 7 of those years. Before Merrill Lynch, Pattie was at A.G. Edwards as a Sales Assistant, Client Associate and Senior Client Associate. She earned an associate’s degree from San Joaquin Delta College in Stockton.

Pattie is from Stockton where she lives with her husband, Gary, and children, Anna and Nicholas. She is a member of the Cathedral of the Annunciation Catholic Church in Stockton. In her free time, Pattie enjoys tennis, hiking, reading, cooking, exercising and yoga. She also volunteers at a local animal rescue organization and at the Annunciation School that her daughter attends.