Description: There is a greater depth of financial capabilities required by those who have achieved a certain level of wealth. It entails the cumulative financial wisdom of a collaborative team that delivers comprehensive wealth management custom-fitted to their lives.
ky (1184) louisville (970) raymond james (901) creekstone financial (1)
There is a greater depth of financial capabilities required by those who have achieved a certain level of wealth. It entails the cumulative financial wisdom of a collaborative team that delivers comprehensive wealth management custom-fitted to their lives.
At Creekstone Financial, we have built our practice and reputation around delivering precisely that for the families and individuals who entrust their important financial matters to us.
Patricia serves as an advocate and trusted partner to her clients and their families, providing a disciplined and holistic approach to managing and preserving wealth, and building a legacy. Her focus extends beyond just their investment portfolios to a full range of essential financial matters. She takes pride in helping clients make sound decisions that can have a profound effect on their lives.