Patti Schwefler
Practice Manager
As Practice Manager at Wealthstead, Patti Schwefler leverages her business administration degree and extensive corporate and educational experience to excel in client-facing roles and practice management.
About
Patti Schwefler is an integral part of the Wealthstead team, currently holding the pivotal role of Practice Manager. Patti graduated from the University of Mississippi with a degree in business administration, laying a solid foundation for her professional journey. With an extensive background in both corporate leadership and educational environments, she is a motivated self-starter who excels in a client-facing administrative position within the financial services industry. Patti has worked as a practice manager for years, developing exceptional management and interpersonal skills that are complemented by her outstanding verbal communication abilities. Her proficiency with various forms of electronic communications ensures seamless and efficient interactions with clients and colleagues alike.
Patti's intuitive leadership skills shine through in every aspect of her work—a testament to her experience as both a mother managing a bustling household and a former business owner. Patti's ability to coordinate and execute with precision underscores her dedication to excellence. In her role, she orchestrates the intricate details of practice management, working diligently to support our clients and ensure the smooth operation of the firm. Her balanced approach to professional and personal responsibilities encapsulates her "get it done" ethos, making her an indispensable member of the Wealthstead family.
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