CFP®, CLU®, ChFC®
Financial Advisor / Managing Director / Member Owner
“Always leave it better than you found it.” This is an essential attribute of planning. I find that my thirst to learn increases as I get older and realize each day how much I don’t know. I live to learn each day.
Patricia has been involved in the financial services industry since 1980 and is part of Savant’s University Wealth Management team. She is a founder-owner of Filbrandt & Company, which transformed into Filbrandt Investment Advisers, and then to Filbrandt Wealth Management which joined with Savant in 2021.
Patricia attended the University of Wisconsin. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter® (CLU®), and a Chartered Financial Consultant® (ChFC®).
Patricia is involved with several non-profit organizations. She enjoys hiking, biking, and traveling with family and friends, next door or worldwide.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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