Client Relationship Manager

patricia@capstoneinvest.com

Patricia joined the Capstone team in 2011.  She began her career in the financial services industry in 2005 after five years as a Paralegal for a local litigation law firm.  She earned her B.A. degree in Psychology at the University of Colorado at Colorado Springs. 

Her financial services background includes 5 years with a financial services company working primarily in the 401(k) sector.  She has previously held her FINRA Series 6 and 63.  She currently holds her Series 65.   Her professional goal is to become a Certified Financial Planner.  Her role at Capstone will involve her direct contact with clients to improve their experience with Capstone and to assist them in achieving their goals.              

Patricia is a native of Colorado Springs and enjoys spending her weekends in the Rocky Mountains hiking with her family and two dogs.  Her interests include landscape and wildlife photography, being an active member of our local zoo, and traveling.