Pat brings over 40 years of experience in the financial service industry to the operational, risk management, and personnel development aspects of the company. She prides herself on her technical expertise in the entire qualified plan arena including personal retirement planning, defined contribution and pension plan design and consulting. She diligently provides personalized attention to our clients. She has been integral in creating the systems and processes needed to deliver an excellent client experience.
Pat holds a degree in Business Administration. She is a Chartered Retirement Plan Specialist (CRPS), a Certified Fund Specialist (CFS), a Certified Annuity Specialist (CAS), a Certified Income Specialist (CIS), and a Qualified Plan Financial Consultant (QPFC). Along with these designations, she is a Registered Principal with Osaic Wealth, Inc. and holds the following securities registrations: Series 6, 7, 65, 63, 24, 53. She is insurance licensed and a Notary Public.
Outside of rascorp, Pat enjoys spending time with her granddaughter and maintaining a healthy lifestyle which includes exercise, golf, and ballroom dancing.