OUR PEOPLE | Planning Team

Patricia S. Fox, CFP®

Patti joined Summit Wealth Group in August 2004 and became a vice president in March 2006.

She began her financial services career 25 years ago at Merrill Lynch where she held a variety of positions in training/consulting, project management, and most recently as vice president of Sales for the firm's individual portfolio management services. After a successful 23-year career, Patti made the decision to focus her experience in the area of financial services.

Having completed the College for Financial Planning Educational program and passing the comprehensive exam, Patti is a CERTIFIED FINANCIAL PLANNER® certificant. and a Registered Representative of Commonwealth Financial Network, Member FINRA/SIPC. She is an active member of the Southern Colorado Financial Planning Association.

A native of Texas, she now makes her home in the mountains near Canon City, Colorado.
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