Patricia joined the VanceGray Wealth Management Inc. team in September 2008. She describes her job as “getting clients where they want to go.” As a Business Processing Manager, Patricia establishes client accounts, transfers holdings, assists clients in the administration and day to day activities of their VanceGray Wealth Management, Inc relationship. As a thorough and enthusiastic member of the VanceGray team, Patricia cares deeply about each client account that she handles, and her attention to detail and diverse skill set are major contributors to the success of Vance Gray Wealth Management Inc. and its clients.
When discussing why she loves her job, Patricia said, “ I love ultimately achieving the final result, seeing clients reach their goals, and watching them become part of the VanceGray family.” Patricia lives in Hermon with her husband and her youngest daughter. When she’s not assisting clients, she enjoys shopping, cooking, gardening, and spending time with her family.