Shareholder & Co-Director of Wealth Management Services
Patty has been with Canon Capital since 1997. She is a Senior Investment Advisor and Co-Director of Wealth Management Services, serving alongside Chuck Porter, Jr. Before her time at Canon Capital, she worked as an office manager for a small engineering firm and also owned and operated a dance school. Her industry designations consist of the Certified 401(k) Professional (C(k)P) Program from The Retirement Advisor University (TRAU) in collaboration with UCLA Anderson School of Management Executive Education, a Certificate in Fiduciary Studies (AIF) from the University of Pittsburgh, the Accredited Asset Management Specialist (AAMS) Program from the College for Financial Planning. She has passed the Series 7 and Series 66 exams administered by the NASD. She is a member of United States Masters Swimming (USMS). Patty lives in Royersford with her husband and has one child and two grandchildren. Her interests include travel, swimming, music, and spending time with her family.