Patty brings more than two decades of client and industry experience to Trove. As Head of Product, her goal is to create a digital transformation of our people, processes, and technology to enable our teams to think smarter and be more efficient, and ensure best practices are adopted consistently firmwide. Patty has extensive experience working with multigenerational family offices, high-net worth individuals, and business owners. With a background in tax, accounting, family office, and technology, Patty has the ideal skill set and experience to help leverage our systems and technology. Patty was Senior Director of Tax Technology at RSM’s Family Office, where she developed technology to empower stakeholders with real-time data to provide a holistic view of their enterprise for strategic decision-making. Patty’s experience also includes 16 years in public accounting, advising ultra-high net worth families, family offices, and owners of closely held business on tax, gift, estate planning, and charitable matters. Patty holds a Bachelor of Science, Accounting, from St. Xavier University. She is an Enrolled Agent and a member of the National Association of Tax Professionals.
