Pat brings 35 plus years of experience serving high-net-worth clients to her role as Wealth Management Advisor.
Currently, Pat specializes in advising high-net-worth individuals and families to craft customized plans in the areas of investment management and wealth advisory and trust planning. Pat is part of a team that collaborates with families to help preserve, protect and grow their wealth to focus on of family, business and philanthropic priorities.
Prior to joining First American Trust in 2012, Pat worked in financial services with UBS PaineWebber. She later moved to A.G. Edwards & Sons where she worked as a financial consultant. Pat then went on to help build the Planned Giving Program at Palomar Pomerado Health Foundation. Most recently, she was Executive Director for MADD in San Diego County.
Pat is active in the San Diego community and serves on the board of the Alzheimer's Association and Vista Hill Foundation. She is also involved as a board member at The Old Globe and sits on the Endowment Committee there. In addition, Pat is a member of Rotary Club, San Diego Chamber of Commerce, Rancho Bernardo Business Association, North County Estate Planning Council, and The Rady Children's Hospital Estate and Trust Council.