Growing up in a family here on Bainbridge Island that owned a small company was a huge learning experience. As soon as I was old enough I had responsibilities to help when and where I could. I believe the work ethic that I gained in that environment supports the focus I place on my clients' savings goals today.
As a mom, I have a strong desire and need to lead by example and teach my children the benefits of hard work and discipline, the necessity of maintaining integrity and the ability to be thoughtful and kind.
I began my career with Edward Jones in 2007 as a senior branch office administrator. In 2013, I became the financial advisor for this branch office location. I am proud to be part of an investment firm that values family and culture as strongly as I do.
Today, as a financial advisor, along with my senior branch office administrator, Annette Walker, we work with you to discover what is most important to you and your family. From there we use an established process to build personalized strategies to help you reach your goals. We will partner together throughout your life to help keep you on track.
I am blessed to be able to live and work here on Bainbridge Island where I grew up with my family. My husband, Tony, and I have been married over 24 years and we have two wonderful children: our son Levi (23) and daughter Lani (14). In our spare time we enjoy travelling, gardening, cooking, boating and spending time with family.
My Personal Interests
- Spending Time with Family
Phone NumberPatty Perez at (206) 842-1255
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