CFP®, CSA®
Financial Advisor / Member Owner
I help guide my clients’ decisions about money based on what is important to them – their core values – so that their goals and their money can be in alignment.
Patti has been involved in the financial services industry since 1993. She was a partner at Bridgeworth from 2017 until it joined with Savant in 2023. Because Patti was part of the “sandwich generation,” individuals who cared for their aging parents and children simultaneously, she understands the financial and emotional challenges that her clients may be facing.
Patti earned a bachelor of science degree in human environmental sciences from the University of Alabama, graduating magna cum laude. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Senior Advisor (CSA®). Patti is a member of the Financial Planning Association of North Alabama. She is a contributor to numerous national media outlets, including Forbes, Barron’s, Kiplinger’s, US News and World Report, Financial Planning magazine, InvestmentNews, Market Watch, and Real Simple. She has been a guest on Talk of Alabama, Grow Your Business and Grow Your Wealth podcast, and the Breaking Money Silence podcast.
Patti is a member of the Kiwanis Club of Birmingham. She and her husband Doug have adult twins, Anna and Luke.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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