Patti is a Senior Client Manager with Wellspring Associates, working with Greg Raabe. She provides high-level support in the areas of wealth preservation and transfer, business succession and philanthropic planning. Having a clear understanding of client goals, Patti diligently maintains client records, provides research on technical matters and supports plan design. She is instrumental in the coordination and implementation of life insurance acquisitions as well as developing relationships with clients and their advisors.
Patti has worked in the financial services industry for over 20 years. Prior to joining Wellspring Associates, she worked for a specialized, fee-based financial advisory firm serving distinct markets. Patti earned a Bachelor of Arts degree from Roger Williams University and holds Series 65 and Georgia Variable Life & Health Agent licenses.
A native of Worcester, Massachusetts, Patti spends her time away from Wellspring Associates enjoying outdoor activities such as hunting, fishing and gardening. She lives in Atlanta, Georgia, and is the proud mother of three adult children.