About Patti
Patti is a Client Service Manager at Hightower Signature Wealth (formerly Sandy Cove Advisors), where she brings over 25 years of experience in client service and administrative support. Known for her dedication, professionalism, and genuine care for others, Patti plays a vital role in helping ensure a seamless and welcoming experience for clients. From onboarding to ongoing support, she works closely with clients, colleagues, and external advisors to deliver thoughtful, attentive service at every step.
Patti takes pride in building strong relationships and helping clients feel comfortable and supported throughout their financial journey. Her ability to anticipate needs, stay organized, and respond with kindness makes her an invaluable resource to both clients and the team.
Before joining Sandy Cove, Patti supported several medical practices at Atrius Health, as well as the practice administrator. Prior to that, she worked at JDJ Resources, a multi-family office, as a client concierge. Patti provided personalized high touch administrative services to their high-net-worth clients.
Patti is known for her strong work ethic and willingness to step in wherever needed. She brings a calm, can-do approach to her work and is always focused on creating a positive experience for those around her.
