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Meet Patti


Patti Sheffield joined our team in 2015 as Director of First Impressions. She is responsible for scheduling appointments, greeting visitors to the office, and making sure that the office is running smoothly on a day-to-day basis.  

She is usually the first person clients speak with when calling or visiting our office. Her friendly, approachable demeanor makes her an asset to our team.


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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.