Meet Patty
Patty’s focus is on optimizing processes and delivering exceptional service to help create a seamless client experience. With a strong background in finance and a passion for relationship-building, Patty is dedicated to supporting the team and clients in pursuing financial success.
Originally from New Jersey, Patty later moved to Naples, Florida, and earned a Bachelor of Science in Business Administration with a major in Finance from the University of Central Florida. With over 27 years at Charles Schwab & Co., Inc., she obtained her FINRA Series 7, 63, 9, and 10 licenses while holding various roles across trading, client service, and operations. These experiences have provided a strong foundation in financial services and a client-first approach.
Patty and her husband, Chris, live in Oviedo, Florida, with their two sons—both students at Florida State University. In her free time, Patty enjoys spending time with family and friends, reading, exercising, volunteering, and playing pickleball.
Excited to be part of Ogden Wealth, Patty looks forward to building meaningful relationships and helping clients navigate their financial journeys