Patti Skogstad

With more than 40 years of experience in trust and wealth management, Patricia brings deep expertise in serving business owners, professionals, affluent individuals, and families with multigenerational wealth. In her role, Patricia focuses on maintaining and strengthening customer relationships, building long-term connections with families across generations, and providing trusted guidance in discretionary decisions and risk management. She is committed to helping customers protect and grow their wealth while creating strategies that support both immediate needs and long-term goals. Patricia enjoys helping individuals and families navigate complex financial decisions with confidence and care.