Agata Patriche
Financial Planning Administrator
Agata recently joined the team as our Financial Planning Administrator. With her strong administrative skills and dedication to supporting financial advisors, Agata will play a crucial role in ensuring our clients receive top-notch service.
When she's not managing client work and supporting the team, she loves spending time with her 3.5-year-old daughter, who keeps her on her toes. Agata maintains an active lifestyle, enjoying workouts at the gym, playing basketball, and exploring new destinations through travel. In her downtime, she also finds relaxation in crocheting, a hobby that allows her to express creativity and unwind.
Her diverse interests and dynamic approach reflect the balanced and thoughtful perspective she'll bring to her role. We look forward to Agata contributing her skills, enthusiasm, and energy to our team and helping us continue to provide outstanding service to our clients.