Sandy Patrick AAMS®

Sandy is responsible for data analysis, supporting client relationships and assisting wealth managers in developing comprehensive financial plans.

Professional Designations

AAMS®

Education

Florida Metropolitan University,  A.S., Accounting, cum laude

What do you value most in your client relationships?

Their sharing their feelings, family, friends and most of all, their financial status.

What’s the one thing people say you’re best at?

How I socialize and communicate with the clients.

What do you enjoy most about working at Modera?

Being able to interact and serve the clients I work with; enjoy my client relationships.

Where did you grow up? Where do you live now?

I grew up in Hernando County, Florida and now reside in nearby Citrus County, Florida.

Modera Financial Planning & Wealth Management
221 W. Main St., Suite A, Inverness, FL 34450
(352) 746-4460