Patricia has been with Canon Capital Wealth Management since 1997. She is a Senior Investment Advisor and Co-Director of Wealth Management who provides individuals and business clients with solutions to their retirement and investment needs. Patricia specializes in managing investments for individuals and ERISA retirement plans. She has completed extensive coursework through ASPPA and the Financial Service Standard’s Professional Plan Consultant program.
Our team is excited to announce that Canon Capital is now a wholly independent practice. Our mission has always been to do what is best for our clients, and this transition allows us to provide an even greater level of service for your wealth management needs.
To learn more about our independent advisory model and how it benefits you, click below.
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