Patsy enjoys building life-long relationships with her clients and helping them clarify and articulate their goals. “It’s not how much you make, but how much you keep,” Patsy says. She also strives to understand not only ‘what’ is important to her clients, but ‘who’ is important as well. She adds, “My clients’ financial plans are unique because they incorporate the people most important to them.”
Patsy graduated with honors from the University of Texas El Paso and holds a Bachelor of Science degree in engineering. In addition, Patsy is bilingual, fluent in both English and Spanish.
A native Texan, Patsy and her husband have been married almost 40 years and have two sons. She is also an active member of the Dallas/Fort Worth (DFW) community having served in multiple prominent Board positions over the past 20+ years. Currently, she is President and Chair of the Lone Star Desk and Derrick Club of Dallas, member of Hispanic Women’s Network, Dallas Chapter, and Co-Chair of the “Women In Business” committee within that organization.
Patsy holds the following professional certifications, registrations, and licenses:
- FINRA Series 7, 63 and 65 registrations with Ameriprise Financial
- Life Accident and Health Licenses
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