Patricia B. Green, CFP®

Patrica Green, CFP®, spent thirty-four years in the securities industry as a financial advisor. She retired several years ago from the investment advisory business and now spends time guiding groups and individuals in establishing their individual legacies to be carried out in future generations. After years of working with individuals focused on building assets, she reiterates the importance of creating a plan to move those assets smoothly to the next generation/foundation/charity and gives guidance on those steps.