Phone: 205.208.8720
[email protected]

Brandi McCormack
205.208.8757
[email protected]

Rebecca Thomas
205.208.8726
[email protected]

“I help people make smart choices about money based on what is important to them - their core values - to make sure their goals and their money are in alignment.”

Patti took an introductory financial planning class in college to learn how to handle money once she got in the “real” world. She was hooked and excited to learn she could make a living helping people with their own money questions.

Patti has previous experience with a fee-only firm and has more than 20 years of experience helping affluent clients align their goals and their money. This work is especially important in times of transition such as starting a family, sending children to college, changing jobs, or retiring. Patti develops a customized financial plan that incorporates the clients’ needs, wants, and wishes while addressing employee benefits, income tax, insurance, investments, cash flow, and estate planning. Patti is confident that the advice she gives is objective and geared towards her clients’ best interests.

Patti is a thought leader in the firm and leads Bridgeworth University, the firm’s education and mentoring program for newer advisors. She is a frequent contributor to firm blogs, serves on the marketing committee and contributes and/or has been a featured guest in national publications and podcast including Forbes, US News and World Reports, Financial Planning magazine, Investment News, Market Watch, Opp Loans and Breaking Money Silence podcast.

Patti and her husband, Doug, have teenage twins, Anna and Luke, and are active in their church.