Patricia G. Smith

Patricia G. Smith

Client Concierge

pat@prudentplanning.net

Pat joined Guglielmetti Asset Management in August 2022. Pat brings with her over 40 years of industry and real-world experience, to her position as our “Client Concierge.”

Pat is most often the first voice you will hear when you call into the office to schedule an appointment, update your personal information, propose a question, or to simply check in with us to say hello. Pat is also the first friendly face you will be greeted by when you enter our office, as she is additionally responsible for welcoming all our friends and clients who come in for appointments / visits.

Pat’s previous experience has included direct support roles within several fortune 500 companies, as well as working as a developer in creating medical suites throughout the United States.

“It has been a blessing to have worked along-side people from all levels of society, and to have the opportunity to lend a hand in making dreams come true.”

Pat is married and resides in Troy, Michigan with her husband Don. She is a dog lover, a “foodie,” and enjoys gardening as well. When not at work, you will find Pat fully engaged in her hobbies, or traveling throughout the great state of Michigan with Don.