Patti has been part of Ellis Financial Planning since 2017, keeping the practice running smoothly while supporting both the team and the clients they serve. She oversees the day-to-day needs of the office, from running payroll and stocking supplies to coordinating with third-party vendors. She also assists with client communication, plans client events, and helps recognize special occasions for clients with thoughtful gifts. With a natural inclination toward serving and caring for others, Patti loves getting to know the firm’s clients and finding meaningful ways to make them feel appreciated.
Outside the office, Patti treasures time with her husband, children, and grandchildren. She and her husband enjoy spending time at their farms in Crofton, Kentucky, and their lake house at Dale Hollow Lake. Faith is central to Patti’s life and shapes the way she approaches each day. She strives to follow God wholeheartedly, relying on the Bible, prayer, and the example of Jesus. Gratitude, grace, forgiveness, and showing love to others are values she holds especially close.
If you could spend the day with a fictional character, who would you choose?
Aslan from The Chronicles of Narnia.
What’s your favorite childhood memory?
Going to my granny’s for lunch on Sundays.
What’s your ice cream order?
Coffee crunch.