Patty joined The Financial Advisors in 1995. In addition to financial planning she also assists with the compliance functions of the firm. Prior to The Financial Advisors, she began her career working at two Boston mutual fund firms where she gained extensive investment industry knowledge. Patty believes one of the most rewarding aspects of effective financial planning is developing personal relationships with clients and their families while working with them towards their financial security. Patty is a graduate of Merrimack College and has lived in Reading, with her husband Phil, for over 30 years, where they raised their two children.