- Acacia Group, The
- Accountants 4 Contract
- Benefit Strategies, Inc.
- Betty Norman, CFP
- Bill Ukropina, Coldwell Banker Commercial
- Business Matters, Bookkeeping
- Compu Audit
- Crowne Benefits, Inc.
- Daniel Zuckerman, CFP
- Dunlop Financial
- E .B. Ashford & Associates
- Eric Lane, CPA
- Flintridge Consulting
- Great Western Bank
- HUB International
- ICO Investment Group
- Joseph DeSilva Insurance
- Katz Financial, LLC
- Kelly & Small CPAs
- Kelly Ann Helfinstine, CFP
- Kessler Risk & Insurance Services
- Krane Financial
- LPL Financial Services
- Peter Iannone, CBIZ Southern CA, Inc.
- Ring Financial
- Shearson Lehman Brothers
- Singer Lewak Greenbaum & Goldstein, LLP
- The Value Quotient
- TransAmerica Asset Management
- Wells Fargo Advisors, LLC
- West Rim Securities
- Weal Investment, Inc.
- William Hooper Insurance
- YBO Financial Group
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“Pat is AMAZING! She is SO on the ball, and is one of the best peeople to hire to do a rewrite or original draft of material that you need for your business. She makes me feel like I am her only client!” January 1, 2010
Top qualities: Personable , Good Value , On Time
Justin Krane, CFP®
“Pat was able to clearly write what my business is about, she asked the right questions and produced a one sheet that got me results...a new client. Can't thank her enough.” June 24, 2009
Top qualities: Great Results , Personable , On Time
Jacqueline David - Toma
“I hired Pat to assist me in writing a document (one-sheet). Pat's expertise and creativity provided me with a document that far exceeded my expectations. I have reocmmended Pat to others, and I heartily recomend her to anyone in need of a business wirter.” June 24, 2009
Top qualities: Great Results , Expert , Creative
Peter Iannone, MBA, CMA, CFF, CITP
“Pat created/wrote a wonderful "one sheet"/bio for me. She was able to capture my essence, my target markets and ideal client and professional accomplishments. Then she organized the information in a way that was appealing and compelling. She followed the process through the graphic designed to the end product. Thank you Pat.”
Top qualities: Great Results , Expert , Good Value
Pamela Adams, Wells Fargo Advisors, LLC