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O
ver the years, we have been fortunate to be recognized by many publications for our contribution to our clients and to the financial planning profession. Patti was included in Mutual Funds Magazine’s lists in October 2001 (100 Great Financial Planners) and July/August 2002 (100 Top Advisors.) In 1994 and again in December 2002, Patti was also recognized by Washingtonian Magazine as an expert in financial advice. Worth Magazine has included Patti in their top advisor list for the past 5 years. Investment News recognized her as a contributor to the future of the financial service industry
Patti has served in many volunteer roles both within her community as well as her profession. She served as Chair of the 2000-2001 CFP™ Board of Governors, Chair of the 2001-2002 International CFP™ Council, Chair of the 1997 CFP™ Board of Practice Standards. She currently is a member of the TIAA-CREF Institute Financial Advisor Advisory Board. Patti was invited to be a Panelist for May, 2002 SEC Investor Summit and a Delegate to 2002 National Summit on Retirement Savings.
Having been a past adjunct professor for the College for Financial Planning at the George Washington University, Patti has taught investment planning and financial planning for more than 15 years and Co-authored the Dalton CFP™ Examination Review Case Exam Book. Patti is regularly quoted in publications such as New York Times, Washington Post, USA Today, Journal of Retirement Planning, Business Week, Newsweek, Mutual Funds Magazine, Journal of Financial Planning, Investment Advisor Magazine, Working Woman, Worth Magazine, Journal of Accountancy, Financial Advisor Magazine, Financial Planning Magazine, and Kiplinger`s Personal Finance Magazine. She assisted in the development and presentation of the weekly television series entitled The Washington Forum on Financial Planning and has been a guest on The Money Makers, Money Watch, a local Washington, D.C. television program and on USA Today on TV, a nationally syndicated series. She hosted the PBS series, The Financial Advisors. She has also written and narrated a financial planning video for The International Foundation of Employee Benefit Plans.
CFP™, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
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