Patty has more than 17 years of experience in the financial services industry, serving more than a decade as a Trust Officer, working with high-net worth individuals to carry out their estate planning needs. She most recently worked at Simmons Wealth Management/Trust Company of the Ozarks.
Her primary role at Central Trust Company is the administration of trusts, estates, IRAs, and institutional accounts. Patty enjoys meeting with clients and their families to review and discuss their estate plan, its implementation, and helping them achieve their goals and expectations.
Education & Certifications
- Bachelor of Science in Finance, Southwest Missouri State University
- Southern Trust School – Class President & Salutatorian
- ABA Graduate Trust School
- Certified Trust and Financial Advisor (CTFA)
Interests & Activities
Patty is active with several organizations in the community. She serves on the board as Vice President of Impact 100 Ozark, served as the 2018 Go Red for Women chairwoman for American Heart Association, served on the board of Finley River Community Foundation and is in Cosmopolitan Club of Ozark and Greene County Estate Planning Council.
