Financial Planning for Life™   866.779.3258
Home About Us Radio Shows FPFL Learning Center Goodlife Cruises Helpful Links Contact Us
Our Team
Financial Planners
Administrative Staff

Patty Capsey

Patty Capsey joined Rogan and Associates, Inc. in May 2007 as Client Services Manager. She brings 9 years of financial service experience with her. She began her career as a sales assistant with an international wirehouse and earned her Series 7, 66, 31 and 9/10 Licenses. She was promoted to Senior Registered Sales Assistant and then eventually became a Branch Service Manager. Assisting the Financial Planners and their clients is one of the many things Patty enjoys about her position at Rogan and Associates. She strives to provide a high level of customer service and achieve client satisfaction by doing so.

Patty graduated from Castleton State College in the beautiful State of Vermont, with a BA in Spanish/Literature. She relocated from Vermont to sunny Clearwater, Florida in October 2000.

Patty loves to travel and learn about the various places she visits to better understand the people and their culture. Spending time at the beach, fishing and reading are her other favorite pastimes.


« back