Patti L. Lerch, CF2

About Patti L. Lerch

Patti Lerch came to us 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, an Elite IRA Advisor with Ed Slott, 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.