Bio

For nearly ten years Pat has been utilizing her extensive knowledge and experience to service her clients with Financial Planning, as well as College Planning. The client base she started with is still with her today and is continuing to grow. She’s also worked for Washington State as a Cost Accountant, Revenue Accountant, Internal Auditor and Senior Auditor. She was a Retail Business Owner for twenty five years. This experience gives her knowledge and understanding of small businesses in her Financial Advisory Practice.

Pat’s past and current community involvement includes: Women’s Ministries, Children’s Church Coordinator/Teacher, Church Bookkeeper, Coordinator for Japanese Exchange Programs, and the Church Food Bank Ministry.

Pat has been married to Wally for thirty one years. They have two grown children and one grandchild. She was born and raised in Tacoma, WA.

Math and Accounting were her majors at Whittier College. She continues to educate herself and stay current in the Financial Services Industry.