Patricia is a member of our bookkeeping and administrative support team. She also supports Steven Buchanan with wealth management paperwork and client relationships. Patricia obtained her Bachelor of Science, Business Administration from Universidad Privada de Santa Cruz, Bolivia. Patricia has held accounting positions at larger companies such as United Parcel Service (UPS). She has prepared tax returns for several years at H&R Block.
While not working, Patricia enjoys spending time with her family and traveling. Patricia is a resident of Lantana.