Patti is a veteran Client Service Associate with a strong background in relationship management and client support. Prior to transitioning into the financial planning industry, she spent more than 20 years in hospitality, leading sales, marketing, and planning efforts for corporate events throughout the Chicago area.
Patti earned her Bachelor of Science degree from University of Dayton and remains actively involved with the university's alumni community. A resident of Palatine, she enjoys theater, live music, and exploring new destinations around the world. One of her lifelong goals is to visit all seven continents, reflecting her passion for adventure, cultural discovery, and lifelong learning.