(502) 429-0800



Throughout her 30 year tax career in both private business and public accounting, Patty has primarily served high wealth individuals and their associated private businesses, charitable organizations/foundations, trusts and family partnerships, and privately-held entities.


Education and Achievements

Certified Public Accountant (CPA) designation – 1986

Indiana University, Bachelor of Science, Accounting


Professional Affiliations

American Institute of Certified Public Accountants

Kentucky Society of CPAs


Civic Activities

Big Brothers/Big Sisters and Molly Johnson Foundation, former board member/treasurer

St. Michael’s Catholic Church, active volunteer member, involving Finance Committee, St. Vincent DePaul Society, New Member Welcoming Committee, Bereavement Committee