On advice from my financial planner, I contacted Patricia. What I expected was a brisk run-through, details on payment, and a quick handshake. Instead, I found Patricia to be warm, understanding, and patient. She took the time to actually talk with me. I found her to be professional, understanding. She kept in touch throughout the process. At our second meeting, I felt I was sitting across from a good friend. It was a relief to have this process completed and to have it done with attention to all the details that needed to be taken care of. I’m grateful for her expertise and guidance, and most of all for having met her. Thank you, Patricia.
