grew up in a small town of Van Horn Texas and attended college at Sul Ross State University graduation with a Bachelors in Psychology. She currently resides in Odessa Texas. So when she found Wake Up Now, she felt like she hit the jackpot! She could enjoy all of her son's milestones while having access to products that would help them manage, save, and make money!
is a financial advisor with over 25 years experience in securities, insurances and real estate. Between 1980 and 2007, her specialization became the complex issues that so often overwhelm caregivers. Having worked with hundreds of clients over the years in planning for investments, life, disability and long-term-care insurances as well as making decisions regarding real estate, her niche for the entirety of future life planning was born out of helping others as well as herself and her family along the way.
As a franchise owner with American Express/Ameriprise Financial, Patricia streamlined the art of life planning. Forming alliances with accountants to minimize taxes and attorneys to structure Wills and Living Trusts (to protect assets and ensure Durable Powers were in place for successors) she came to understand the importance of properly setting up financial legalities in order to have peace of mind for the future.
Sorry we couldn't complete your registration. Please try again.
Please enter your email to finish creating your account.
Receive a personalized list of podcasts based on your preferences.