InThe words of our clients:

"It's rare to find an individual like Patty.  Someone who performs her job with the utmost competence but also cares for her clients as if they were members of her family."

- Annamaria/Menlo Park 

"When Blue Shield denied my husband one of his lymphoma medications, Patty advocated tirelessly with the insurance company, his employer and case manager.  Words cannot express our gratitude to her." - Lindsay/Orange County 

"Since my husband died, Patty has helped me with all my finances - from writing checks to preparing tax records for my accountant.  I'm 98 and I don't know what I'd do without her."

- Maxine/Menlo Park