Patty brings a fresh perspective and unique background to the Lakeside Financial Consultants, Inc. legacy.
After having served as a deputy sheriff for nine years, Patty moved in the criminal justice arena and advocated for victims of criminal acts for the next eleven years. Opportunity then presented itself and she joined Rick full time in the business when Lakeside Financial Consultants, Inc. expanded and opened a second location in Medford, Wisconsin.
A new location meant many changes to Patty’s life, including a return to school to obtain her Wisconsin Accident, Health and Life licenses as well as her series 6 and 63 securities registrations. In addition to leading the insurance division of our practice, Patty works side by side with Rick as Investment Advisor Representative with Woodbury Financial Services, Inc..
Patty and Rick are proud of the team that they have built and enjoy working together to help clients reach their goals. Along with our accounting division, we are constantly striving to find ways to avoid some taxes, decrease others, and free up more of the investment gains for our clients and their families. Integrity, exceptional service and cutting-edge financial tools … that is what the team at Lakeside Financial Consultants, Inc can bring to our clients.
Anyone who has spent more than five minutes with Patty knows that her greatest joy is her four children – Matt, Alex, Jason & Riley. Any event involving her children is where her heart lies. She also enjoys cooking, touring wineries, watching sports, outdoor activities and travel.