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Patti Eggers

Office Manager

As Office Manager, Patti Eggers keeps the heart of the office running smoothly, ensuring every interaction is timely, personal, and professional. From coordinating appointments to supporting advisors and clients alike, she brings a sense of calm, care, and consistency to everything she does.
With a background in education, systems coordination, and business operations, Patti blends strong organization with genuine compassion. She’s passionate about making every client feel seen, heard, and supported—because to her, clients are more like family.
Patti lives in Platteville, Wisconsin, with her husband, Lee. Married since 2000, they share a life filled with faith, family, and their beloved dog, Buddy. She’s the proud mom of two adult children, Andy and Emily, and an active member of St. Mary’s Catholic Church, where she teaches confirmation and co-leads the parish’s high school youth group. Her deep sense of service guides her both at work and in her community—anchoring her role with purpose and heart.

Professional Experience

Certifications

What Guides Me—In Life and Work

Education

Bachelor of Science in Education – Western Illinois University

A Dream Destination

Italy—its history, beauty, and culture have always fascinated me.

A Piece of Financial Wisdom

“Always take full advantage of your employer’s 401(k) match—it’s essentially free money for your future.”

Something Unexpected

I used to be a middle school teacher!

Money Perspective

Guiding Value

Currently Learning

On a Typical Weekend

Attending Mass and spending quality time with my family—it’s how I recharge and reconnect.

Something That Brings Me Joy

Favorite Part of My Work

Supporting others—whether it’s teammates or clients—brings me true fulfillment.