Client Records Administrator
Patti joined Belke Financial Group in 2005. Her multitasking skills are pressed to the limit while she maintains our client record database, verifies our client account information, and confirms all client appointments. Lastly, she assists with client billing during tax season.
Patti is not registered with Woodbury Financial.
In addition to spending time with her children and grandchildren, Patti enjoys traveling, reading, cooking, and volunteering in her church.