Patricia is a highly accomplished financial services professional with a wealth of experience in financial planning and analysis. Her dedication to providing top-tier service to her clients is apparent through her passion for strategic financial growth.

Holding the prestigious CERTIFIED FINANCIAL PLANNER designation, as well as a Master of Science in Finance with honors, Patricia's academic background underscores her expertise in the field. Her pursuit of further knowledge and professional development is evident in her current enrollment in doctoral studies in finance at Pace University in New York. Patricia's commitment to education extends beyond her own studies as she also imparts knowledge as an adjunct professor, teaching financial planning analysis and risk management courses at NYU University.

Patricia is currently a member of the Financial Planning Association of Metro New York and a past Director of Pro bono services. In her role as Director, she leveraged her financial acumen to provide guidance and education to members of the community, empowering them to achieve financial stability and success.

In addition to her professional endeavors and academic pursuits, Patricia is engaged in golfing which serves as a strategic element in her personal growth and development. She is a member of the United Black Golfers Association (UBGA).