Patty has been with Canon Capital since 1997. She is a Senior Investment Advisor and Director of Wealth Management Services. Before her time at Canon Capital, she worked as an office manager for a small engineering firm and also owned and operated a dance school. Her industry designations consist of the Certified 401(k) Professional (C(k)P) Program from The Retirement Advisor University (TRAU) in collaboration with UCLA Anderson School of Management Executive Education, a Certificate in Fiduciary Studies (AIF) from the University of Pittsburgh, the Accredited Asset Management Specialist (AAMS) Program from the College for Financial Planning. She has passed the Series 7 and Series 66 exam