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Pat is a Certified Public Accountant with more than 25 years of experience providing tax consulting and accounting services. Pat manages the Trust & Estate practice at Porte Brown where she assists clients and attorneys with estate and gift tax planning and the related tax preparation. She is a leader of the Tax Practice Group and also heads up the mentor program for the professional staff of the firm.
Prior to working at Porte Brown, Pat worked at Ulbrich & Company, P.C. where she specialized in tax with an emphasis on trust, estate and gift tax until the firm merged with Porte Brown in July 2010. Before working at Ulbrich, Pat was a manager at Arthur Anderson and was a leader in their banking and financial institution audit group.
Federal Gift Tax Preparation
Private Foundation Form 990PF Tax Preparation
High Net Worth Individual Consulting
B.S., Accounting & Finance - Northern Illiniois University
M.S.T., (In-progress) - Northern Illinois University
Certified Public Accountant
Member American Institute of Certified Public Accountants
Member Illinois CPA Society
Member of the Northwest Estate Planning Council
Member North Shore Estate Planning Council
At Porte Brown we know that interesting people make for interesting stories. We pride ourselves on being relatable professionals with family, friends, interesting hobbies, and a deep appreciation for individual growth!
• Loves to travel! She recently visited China and climbed the Great Wall of China.
• Loves to cook... especially big holiday meals!
• Likes to take continuing education courses!
• Is afraid of heights!
*Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MI, MS, MO, NV, NJ, NC, OH, RI, TN, TX, WA, WV and WI. This is not an offer to sell securities in any other state or jurisdiction.