Hi, my name is Pat. I’m the Vice President of Client Administration at CorePath Wealth, a leading financial services firm headquartered in Scottsdale, AZ. I have over 10 years of experience in the industry, specifically with client service and relationship management.

I am dedicated to ensuring the highest level of client satisfaction and driving exceptional client experiences. With a deep understanding of clients’ unique needs and goals, I lead a small team of dedicated professionals to deliver personalized solutions that help clients achieve their financial objectives. As the Vice President of Client Administration, I am committed to upholding CorePath’s mission of providing unparalleled client service and driving long-term success for our clients.