Patrice M. Shipinski

Client Services Representative & Office Administrator at Savant Capital Management

Patty has been involved in the financial services industry since 1993, starting her career with an automotive finance company. She was a stay-at-home mom for seven years and then rejoined the workforce in 2009 at D3 Financial Counselors where she served as office manager until it joined with Savant in 2018. She is a Financial Paraplanner Qualified ProfessionalSM (FPQP®).

Org chart

Peers

Michele D. Bush

Associate Advisor

Lisa L. Cartee

Payroll Specialist

Aaron Y. Dykxhoorn

Associate Advisor

Timeline

  • Client Services Representative & Office Administrator

    Current role

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