Patty, an award-winning financial planner, excels in her position as a trusted advisor and financial coach to those who have experienced significant life changes such as the loss of a spouse, retirement or divorce. Working with her clients, and their other professional advisors, Patty helps individuals draw on their values to inform investment goals and priorities, cash flow objectives and important estate decisions. She then assists with the assessment, planning, implementation and monitoring of financial targets.
She has been named one of “The Best Financial Planners in Dallas” in D Magazine and a “Five Star Wealth Manager” in Texas Monthly. Patty’s expertise is so thorough she has spent 13 semesters as an adjunct professor, teaching the CERTIFIED FINANCIAL PLANNER™ curriculum to aspiring CFP® certificants. In this position, Brookhaven College has honored her as one of their outstanding professors. Patty has also been sought-out by many local organizations as a featured speaker on financial planning topics.
Patty has demonstrated a career-long commitment to professional service, having served as president of the D/FW Society of the Institute of Certified Financial Planners (ICFP) and the Dallas Chapter of the International Association for Financial Planning (IAFP). She has served on IAFP’s National Ethics Committee and currently sits on Raymond James’ National Board of The Network for Women Advisors.
Patty is a summa cum laude graduate from the University of Tulsa with a degree in math and science education. She lives in Richardson and is active in the community.
1 Voted upon by certified members of the DFW Chapter of the Financial Planning Association (based upon service quality, AUM and regulatory records) and published in D Magazine. Awarded in 2016, 2015, 2014, 2012, 2010, 2008, 2006 & 2004.
2 Award based on advisor being: 1) credentialed as an investment advisory representative, a FINRA-registered representative, a CPA or a licensed attorney, 2) actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3) favorable regulatory and complaint history review, 4) fulfilled their firm review based on internal firm standards, and 5) accepting new clients. Other criteria considered are 6) one-year client retention rate and 7) five-year client retention rate, 8) non-institutional discretionary and/or non-discretionary client assets administered, 9) number of client households served and 10) education and professional designations. Awarded in 2013 & 2012. This award is bestowed by an independent third party organization not affiliated with Raymond James.