Patti has been with Physicians Resource Group since 2009. Patti graduated from Southeastern Louisiana University with her BS in accounting in 2003 and in 2016 was admitted to practice before the IRS as an Enrolled Agent. She has over 16 years of experience in both the private and public accounting sectors including individual and business tax return preparation and bookkeeping. Patti is currently pursuing her Financial Planning certification and is on pace to be complete the Certified Financial Planning Board’s certification requirements in 2021.
Securities and investment advisory services are offered through Montz Harcus Wealth Management, LLC (MHWM) with securities cleared through TD Ameritrade Institutional. Securities also offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 80 State St., Albany, NY 12207. Tax and Insurance services provided by Physicians Resource Group. Purshe Kaplan Sterling Investments is not affiliated with Montz Harcus Wealth Management or Physicians Resource Group.
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Montz Harcus Wealth Management LLC (“MHWM”) is a registered investment adviser registered with the Securities and Exchange Commission (“SEC”) and notice filed in the states where the Adviser either has an office or the de minimis number of clients. No information contained in this website has been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Registration as a registered investment adviser does not imply a certain level of skill or training.