Pat joined the Estate Planning Center in 2012 to fill in temporarily and decided to stay. She delights in making everyone – clients and employees – feel like family. From her perspective, this is the best retirement job ever! Much of Pat’s pre-retirement career was spent as an executive and technical recruiter, working in different areas of the country and in several industries. This experience gives her the ability to be flexible and to relate to people of all ages, background, and cultures.
Pat has a love of learning that continues today. Although her Bachelor’s degree from Bethany College was in music, she has continued her education with classes in business, technology, and linguistics. When not working, Pat enjoys theater, reading, herb gardening, and jazz music. But most of all, she enjoys time with family. She and Norm feel very fortunate to have all their children and extended family living in the Chattanooga area.
Sherry is the firm’s expert in Asset Allocation (Trust Funding), putting our clients at ease during this sometimes confusing and stressful process with not only her expertise, but her smile and positive attitude. With her ten years of banking experience and several years working in the legal field, she is a natural in handling the transfer of assets for our clients.
Sherry received her Bachelor of Science degree in Paralegal Studies from Liberty University; and although she found many areas of law fascinating, she was drawn to the areas of estate planning and administration. Whether it’s the transfer of assets to a trust or verifying that beneficiary designations align with the client’s estate plan, this passion for estate planning and care for the client is evident as she guides them through the process with care and confidence.
When not working, Sherry enjoys reading, Bible studies, big band music, and hanging out with her three teenage boys.
Marci has spent much of her adult life being a stay-at-home mom to her three children. As her kids have gotten older, she has returned to working full time. She brings to us years of customer relations experience, as well as a bachelor’s degree in Organizational Leadership. Marci is genuinely interested in knowing people and their stories. Everyone has a story to tell. She is a supporter to the core and loves being of service to both clients and the community.
While Marci is not native to Chattanooga, this is her chosen hometown. She enjoys taking in all of the adventures the area has to offer, some of which include family hikes, days at the lake, and nights spent downtown. Marci loves entertaining and is never happier than when her home is filled with friends and family.