Patricia is a passionate servant leader with a focus on making all teams she crosses better than where they started. Her career at StratWealth began over a decade ago after completing two Honors degrees from the University of North Carolina Wilmington. Patricia’s tenure with the company includes such roles as Vice Chair of the Investment Committee and Director of the Qualified Plans division. After redefining the entire Qualified Plans service model for the firm, Patricia accepted the role of COO to apply her skills in efficiency, project oversight and talent management to the broader practice. A career-long student of financial and leadership studies, Patricia holds her CPFA®, AIF®, FPQP® credentials, is a graduate of the Loyola University Leadership Essentials program, was named a finalist of the 2020 Schwab Executive Leadership Program Peer Leadership Award, and has been featured within industry publications and national events. Patricia currently resides in central Maryland with her wonderful husband and rambunctious twin daughters.