Patti Lerch

Patti Lerch

Investment Advisor Representative

Patti Lerch came to us 7 years ago from the field of engineering, bringing with her an enviable ability to sort, analyze and solve problems.  Licensed in Life, Health and Annuities, as well as Securities Licensed with a 65, an Investment Advisor Representative, and trained in Estate Planning by the Estate Planning Source, Patti's knowledge, with her background in solving problems, has made her the "go to" person for clients. 

Patti is a native "Staffordian", born and raised here.  Having settled estates for both family and friends, she is extremely knowledgeable about estate issues, and has experience with all the local officials and regulations.  She is also active at her church, and has worked with special needs children in the school system.  With her knowledge, expertise, wide experience and  and heart of gold, we are excited to have her associated with our firm!

Phone (540)659-0300
Fax (800)327-1430