Patricia Moore is a Registered Investment Advisor of Verde Wealth Group, LLC. She holds her Life, Health and Accident Insurance license, as well as her FINRA Series 7 and 66 Securities licenses. Patricia has successfully passed the CERTIFIED FINANCIAL PLANNER™ examination and is working towards fulfilling her certification requirements.
Patricia was raised in a conservative family that taught her the value of a dollar. For her, there is nothing more important than financial security and the peace of mind that comes with it. Patricia learned early on about the value of saving. She saved to pay for discretionary items and contributed to paying for her college education. At a young age, Patricia liked to know that she was in a position to help take care of things financially. She did what was necessary to make sure she had options and used spreadsheets to map out her financial decisions.
As a freshman at Texas A&M, Patricia's natural proclivity for numbers made an education grounded in finance the obvious choice. She earned a Bachelor of Business Administration degree in Finance from Texas A&M University and a Masters of Business Administration in Finance from University of Texas at San Antonio.
During her career, Patricia has spent over 20 years working in corporate finance and the financial services industry. Her experience has given her an in depth ability to analyze, prioritize and map out complex decisions. She served as President and Lead Strategist of Patlyn Consulting Group, LLC providing solutions for profitability enhancement and improved cash flow management for start-up public companies. She also served as Executive Vice President and Director of Finance for Compass Bank where she gained over 15 years of experience in financial statement evaluation, budgeting, forecasting and cash flow analysis.
Deciding to take a break from the corporate world, Patricia found herself working on her own financial plan. She was also approached by other people for financial advice. The complexity, and the skill set, required to map out financial decisions for an individual fascinated her. She started a new set of spreadsheets.
During the process of becoming a wealth advisor, Patricia has realized:
- Money and emotions make creating your own plan a risky proposition.
- It's always better to have two sets of eyes review your plan. When it comes to her own plan, she does not go it alone.
- It's important to keep an individual's unique perspective and values in mind when planning.
- Her background in corporate financial planning helps her to spot problems and see opportunities for clients not only personally but in their businesses, as well.
Patricia is a member of the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA). She is a member of the Texas A&M University Alumni Association in Houston and Fort Bend County. As a member of the Women's Former Student Network of Texas A&M (WFSN), Patricia focuses on providing mentorship to future generations of women students. She also volunteers for the Women's Resource of Greater Houston committed to building financial literacy.
Patricia has also served as one of the founding members of the American Cancer Society Junior Board. The Junior Board is a non-profit that allows people in their 30s to participate in charitable activities at a financial level that makes sense to them, creating positive experiences in community service and building relationships centered around giving back. She currently serves on the Advisory Board for Pathways for Little Feet and as co-chairman for the First Annual 2011 Polo for Pathways’ fundraiser. Pathways for Little Feet is a non-profit organization that helps families adopt children through financial assistance.
Patricia's passions include spending time with her family and friends, running, playing the piano and gardening. She resides in Katy, Texas with her husband, L. Cullen Moore and her twin son and daughter, Maks and Masha Moore.
Maks and Masha are already being taught the basics of saving and planning for their future. They each have two piggy banks; one for essential items and the other for emergencies. Developing spreadsheets will come later.
"The difference between a dream and a goal is a plan."
Paul R. Kovatch