As an award-winning Business Success & Money coach who is highly trained in the financial & insurance services industry, I partner with women to create abundance in their business with a clearly defined niche, client-attracting brand, high-end packages, and a millionaire mindset.

When we transform our relationship with money or with our value, we show up differently in our business.

We show up more powerfully in the marketplace. We attract our ideal clients more easily. We suddenly charge what we’re worth. We price our services and programs from a place of owning our value and we stop under-earning.

This is what I want for women globally.


Professional Background

Patti is a seasoned insurance advisor since 2006, and has taught employee benefit workshops for hundreds of hard-working Americans, helping women and families create a financially secure retirement. Over the last decade, she was been one of only a handful of advisors who are certified and authorized to provide retirement planning services within California public school districts. She worked with school teachers in Cal-STRS (CA State Teachers Retirement System) to help them maximize their retirement income.


Her client list includes:

Monterey Peninsula Unified School District

Scotts Valley Unified School District

Santa Cruz City Schools District

Live Oak School District

Pacific Grove School District

Redwood City School District

Pajaro Valley Unified School District

Fremont Unified School District

Santa Clara School District

Social Security Administration of Salinas


As an advocate for women’s issues she supports Women Who Care, the fundraising arm of Meals on Wheels of the Monterey Peninsula. She also supports Mercy Multiplied (formerly Mercy Ministries) a non-profit organization that rescues teenagers and young women from devastating life situations such as homelessness, abuse, prostitution and sex-trafficking.