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Patty L. Eutsey

Patty L. Eutsey

Operations Manager/ Partner

Ms. Eutsey originally began her career in the banking industry but shortly thereafter joined a financial planning firm in 1992 where her passion for the investment industry flourished. Along with 23 years of field experience, she holds the Series 7 and 63 with the Financial Industry Regulatory Authority. She also holds a Paralegal degree.

In 2013, Patty, with her partners Peter Dochinez and Joseph A. Sinclair, formed PWR Planners with the goal of providing exceptional and individualized service to a select group of clientele. This goal is centered on her belief that getting to know each and every client one-on-one is crucial in identifying solutions and properly planning for the success of their financial goals and objectives. She feels the most satisfying aspect of her position is building relationships and relating to others.

As Operations Manager, Patty is responsible for overseeing all aspects of the business to ensure smooth operation, accuracy of procedures, and business efficiency. From client relations and processing paperwork to financial management, she wears multiple hats and does just about everything. Ms. Eutsey is knowledgeable in tax and estate planning, finding satisfaction in helping clients leave a legacy to their heirs.

Patty and her husband, Donnie, are proud leaders for their church’s Youth Ministry. She enjoys camping, hiking, and traveling. She also has a passion for running and feels accomplished in completing the 2015 Pittsburgh Half Marathon.