Patty’s role as a Client Service Specialist is very important. She assists with many aspects behind the scenes to ensure TM3 Wealth clients are taken care of and have an enjoyable experience. Patty’s friendly personality and attention to detail makes her a valuable team member not only to the practice, but also our clients!
Patty has been in the financial services industry serving in a multitude of roles for 30+ years. Helping and serving others is a passion of Patty’s and is the favorite part of her job.
Outside the office, Patty loves everything outdoors: walking/hiking, fishing (summer & winter), road trips to anywhere and cruising on her pontoon. She also enjoys following all Minnesota sports teams, spending time with family and friends and finding/creating new adventures.