Pat started Preferred Pension Solutions in 2003. She has over 20 years of combined experience in the area of Qualified Retirement Plans. She has earned the designations of Qualified 401(k) Administrator (QKA), Qualified Pension Administrator (QPA), and Certified Pension Consultant (CPC) awarded by the American Society of Pension Professionals & Actuaries.
Pat is also an Investment Advisor Representative through Wealth Alliance Advisory Group, LLC (“Wealth Alliance”), an SEC Registered Investment Adviser. Clearing, custody services and other brokerage services provided to clients of Wealth Alliance are offered by Fidelity Brokerage Services, LLC, Member NYSE/SIPC.
Pat is married and enjoys spending time with family, especially her 6 grandchildren.