Director of Client Resources
Patty has been working in financial services, alongside Chuck and Larry, for more than 20 years. She has enjoyed every day of her work because of Chuck and Larry’s authentic commitment and concern for the clients.
Patty’s role as Director of Client Resources is focused on ensuring all clients have a positive experience with SevenBridge Financial Group and enhancing their understanding of the opportunities offered by the firm.
Patty began her securities career with Merrill Lynch in 1993 as a receptionist, working her way up to Administrative Assistant, then Client Associate. She joined SevenBridge Financial Group’s predecessor firm in 1999 as a Senior Client Associate, where she was responsible for account opening and maintenance, customer service and various administrative functions. Patty proudly served in the United States Army Reserves for six years, ending her career as a Sergeant with an honorable discharge.
Patty and her husband Bill have four children and live at Lake Meade in East Berlin.