Maria W. PattonFinancial Advisor, Vice President
Maria provides comprehensive investment advisory and wealth management services as well as tax preparation, planning and advice for individuals and businesses. She is a financial advisor for Cary Street Partners. She has over 28 years of experience as a CPA, and over 13 years of experience in the brokerage and financial services industry. She believes that the combined practice brings synergy to overall financial management by fully incorporating tax considerations to investment decisions and financial planning.
Prior to starting her private CPA practice, Maria worked in both public and private accounting. This diverse background facilitates her advisory efforts working with individuals as well as entrepreneurs and business owners building their companies and wealth as well as analyzing markets and investments.
Maria is on the board and is the Treasurer for RESCU Foundation, Inc., a non-profit organization established in 2003 to promote and maintain the health and medical well-being of Renaissance Faire participants and artisans.
- Alema, Inc., President
- Ajilon Finance Solutions, Executive Recruiter
- AT&T, Accounting Operations Manager
- Price Waterhouse, Senior Auditor
- The University of Texas at San Antonio, BBA, Accounting
- Certified Public Accountant designation
- RESCU Foundation, Board Member and Treasurer