Meet Our Team
Board of Directors
Throughout her 30-year career, Patrice has established herself as a Leader & Connector, continually building relationships with clients and colleagues in the financial services industry and beyond.
Having started her career in 1986, she has always been passionate about helping others to understand and navigate the complexities of finances so they can effectively reach their individual and family goals.
Patrice calls Rochester Hills, MI home and is active in the community as a member of Faith Church-EPC. Patrice’s commitment to giving back is demonstrated in her connections with 100 Women Who Care and 100 Business Who Care, Faith in Action-Oakland County, Grace Centers of Hope, Ladies Lovin’ Charity, the Neighborhood House, MDOTs Adopt-A-Highway program and the Sandbox of Charlotte, NC among other organizations. She is active both in the Rochester Hills Chamber of Commerce as well as the Caseville, MI Chamber where she spends much of her spare time.
Patrice initially began to support the Funding the Future concerts in 2016 and is very excited to continuing to spread the message of financial literacy with this amazing team. Outside the office, she enjoys reading, Pilates, travel, and spending time with her fiancé, grown children, her soul-sister cat and Great Dane.