L. Patrice Boeke
Patrice’s day consists of answering questions for clients and servicing their needs for immediate and future financial assistance in coordination with their portfolio manager. The key to her success with clients is her eagerness to listen, find a solution and act upon it immediately with careful follow through.
Most of Patrice’s career has been spent in the financial industry, starting in 1984 as a stock broker and today as an Investment Advisor Representative. With her BS in Marketing and over 34 years of experience dedicated to her clients, Patrice brings a wealth of knowledge and practical experience.
A scuba diving enthusiast since 1994, Patrice and her husband Tom have traveled all over the world logging more than 1,500 dives altogether. Down-to-earth describes Patrice with her love of gardening, cooking with fresh ingredients and living on a small farm along with Tom, their chickens and three horses.
“It gives me great pleasure to help people. As an empathetic person, I play the perfect role of assisting our clients with their ever so important needs.“