Patty has nearly 35 years of experience in wealth management, primarily within the large banking industry. Patty was drawn to Juno because of the team approach and the intimate working environment that comes from working within a small business.
Patty’s greatest sense of accomplishment comes from the personal relationships she is able to build. Patty works closely with widowed and divorced women as it relates to her own experience of becoming a widow at an early age.
Patty has two adult children and a large extended family in the area. Patty is a Richmond native and is involved with several community organizations, including Comfort Zone, Walk4JaneO, and is always looking for new ways to give back to the Richmond community.
Proud Supporter of Walk4JaneO
Series 7 - General Securities Representative Examination
Series 66 - Uniform Combined State Law Examination