Patty Welch is the Administrative/Personal Assistant at Keystone Financial Planning and has been with the company for 2 years. While her primary responsibility is providing clerical support to the KFP staff, she has enjoyed training and taking on various existing projects/tasks—freeing up time for the professional staff to roll up their sleeves on exciting new KFP projects.
She self-admittedly loves to chat and has taken great pleasure in getting to know our clients, both over the phone and in person. Patty is someone who enjoys taking a worry or burden off someone else’s plate, whether that person be a coworker or client. Anything she can do to make someone’s job or life easier for them is what brings her the most joy.
Outside of the office, Patty and her husband, Jim, just celebrated their 10-year wedding anniversary. Together they have raised 3 incredible sons [Nate (23); Kiernan (20); and Nick (18)] and are about to celebrate the first birthday of their first grandchild, Emerie Grace. Patty and Jim delight in traveling together. Hawaii, Australia, Switzerland, Italy, and Greece are on the distant travel list, but they are excited to do some RV traveling within the United States over the next few years. Jim has seen ALL but a handful; Patty has ONLY seen a handful! Sounds like fun times ahead for the Welches!