Patricia (“Pat” or “Trish”) has over 25 years of diverse experience in the financial industry. She consistently strives to go above and beyond for her valued clients, even becoming licensed in 2019 as a Florida realtor to better understand the system and her clients’ potential for passive income options.
An Illinois native, Pat attended Southern Illinois University, The American College and ITT University, Santé Fe Community College. Pat has served a multitude of C-Suite executives over the years, fulfilling elite roles such as vice-president and senior corporate account executive.
Today, Pat continues to be passionate about helping individuals plan and visualize their retirement income strategies. She specializes in creating advanced financial plans that include assets from inheritance, insurance policy proceeds, DROP programs, 401(k)/403(b) options, retirement accounts, and any other taxable assets. Pat assists her clients in researching their downside protection options and offers guidance in estate and risk management.
Pat Holds The Following Licenses, Registrations, And Designations:
Series 7: General Securities Representative
Series 63: Uniform Securities Agent
Series 65: Uniform Investment Adviser Law
Florida 2-15 Life, Health and Variable Annuities
Chartered Retirement Plan Specialist® (CRPS®)
Licensed Florida Realtor
She Is A Member Of:
Pension Network Organization (WIPN)
Women in Defense (WID)
Gainesville Westside Baptist Church
Gainesville Christian Women’s Network
Pat enjoys visiting her three grown children and nine grandchildren (5 of whom are recently-adopted and biological siblings), all residing in Orlando, Florida. In her downtime, she enjoys kayaking, sewing, boating and her 2 rescue horses.