Patricia (Patti) has over 20 years of financial services and office administration experience including seven years as a financial advisor.  She is steadfast in her efforts to continuously deliver exceptional service and the highest quality experience to clients. Patti views every client interaction as an opportunity to deliver an exceptional client experience. She is also an integral part of the behind-the-scenes office activities, insuring hassle-free account administration for clients.

Patti resides in Warwick, RI and enjoys spending time with her family, especially her grandson, Jeremy.  She enjoys antiquing, reading, decorating, crafts, and attending live blues venues.  On summer weekends, you can always find her spending time at her favorite place, the beach.