Pat has worked in the financial industry since 1975. She started in banking and moved to independent financial planning in 1993. As Chief Operating Officer at Wealth Advisors, Inc., Pat oversees daily operations, works closely with industry regulators to ensure office procedures are within guidelines, ensures clients receive their Required Minimum Distributions (RMDs) before year-end, oversees proper licensing and sits in clients meetings to assist with paperwork. Pat is currently serving on the Securities America Advisory Board where she enjoys working with her peers regarding on-going changes in the financial services industry.
Originally from New York, Pat moved to Florida in the 80’s. She is married to Harvey and has two children Justin and Taylor. Pat volunteers for the American Youth Soccer Organization (AYSO), as a referee scheduler and manages the referees for the annual state tournament. She and her husband love to travel and enjoy cruising each year. She has a passion for animals and has two dogs which bring her great joy and keeps her busy when she is home. Pat enjoys watching all types of sports especially the NY Rangers and NY Mets.