Patricia brings more than 40 years of hard-earned experience in the financial services industry to her work with clients. She entered the profession directly out of college as a financial advisor and has lived through and learned from multiple economic cycles and market environments. This hands-on experience fuels both her perspective and her passion as a Certified Portfolio Manager, a role she has specialized in since 2003.

A graduate of the University of North Texas with a degree in Business Administration, Patricia considers herself a lifelong student of the markets. She often jokes that her business is also her hobby, as she spends evenings and weekends researching investment opportunities, refining her craft, and carefully weighing risk and reward across the full spectrum of investment assets. Patricia values the stories clients share about their businesses and families, using those conversations to design portfolios that align with where they are and where they are headed in life. She is also committed to ensuring clients receive comprehensive financial support, frequently collaborating with other specialists to provide expert guidance in complementary areas.

Beyond her dedication to clients and the markets, Patricia is deeply involved in service and teaching. She leads Bible study classes for elementary age children, teaches the Love and Logic methodology to parents, and co-founded Valorie and Friends, a 501(c)(3) organization dedicated to supporting women missionaries both domestically and abroad.

Patricia is the proud mother of her daughter, Izabelle, and son in law, Tanner. She and her husband, Terry, are currently his daughter’s son, Lane. In her free time, Patricia enjoys teaching Lane Spanish, her mother’s native language, walking Memorial Park, hiking in Montana with her beloved dogs, and nurturing anything that blooms.