As a team of benefits strategists, we work hard every day to make sure we’re exceeding client expectations and providing the most innovative and value-generating plan designs and advisory services.
Patti utilizes her knowledge and relationships to help develop the best overall strategy for her clients. She is a strong believer in education for clients, and especially their employees. Creating an environment where the employees understand and appreciate the benefits that are offered to them, puts the client in a place to be able to attract and retain talent, and help their business grow and be successful.
Prior to joining Apex Benefits in 2019, Patti worked as an Account Executive for a national agency for 6 years. She has over 20 years of experience in our local market. Previously, she also worked a few years with a carrier, but quickly realized that her passion is with working directly with employers and their employees.
Patti was born and raised in Indianapolis. She graduated from Ball State University with a degree in Business Management. She has a son and daughter; both are now attending Ball State. She enjoys traveling – anywhere warm!