Patty Wright
Patty Wright
Client Support Associate
There was a time when Note realized that something key was missing. There was a jungle of scheduling, paperwork, and client relations inside our office, and no one to help us navigate it. We needed a really special kind of “glue” to hold us together. We needed Patty.
As a former middle school teacher, Patty is no stranger to managing a little chaos, so her role as a Client Support Associate for Note comes naturally. She’ll be your support here at Note: the voice you’ll hear when you call, the fingers typing back a reply when you email, and the happy smile to greet you when you visit our office.
Patty moved here to Buffalo with her husband, currently serving with the Army in Niagara Falls. Be sure to say “hello!” next time you visit our office!
Latest News from Note:
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If you don’t look at it, it won’t change
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Divorce – a self-fulfilling prophecy of misery or salvation?
Frustration builds as your bank account bleeds… It bankrupts your patience and any remaining good sense. You probably wonder, “What the hell am I paying for?” Divorce is hard. It’s… Continue Reading Divorce – a self-fulfilling prophecy of misery or salvation?
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5 Myths of Tax Planning
They say all you need to survive is food, shelter, and love. I think they forgot tax planning. It doesn’t have the kind of marketing that love gets, but it’s… Continue Reading 5 Myths of Tax Planning
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7 Myths about Wealth Coaching
Rebel. Rescuer. Magician. You probably have an instant picture of the word and what it means. The same could be true of “wealth coach.” Problem is, most people don’t know… Continue Reading 7 Myths about Wealth Coaching
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Happiness Is Not a Reward
“Money is the key to happiness.” Do you believe that? Be honest. As I scroll through social media, watch videos, and listen to podcasts, very few are willing to admit… Continue Reading Happiness Is Not a Reward
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Resources for Inspiration
Navigating the family business landscape can feel treacherous, complicated, and overwhelming at times. Luckily, you’re not alone. Tom, Erik, and Mike have compiled their favorite resources for individuals searching for… Continue Reading Resources for Inspiration