Home
Up
Introduction
Getting Started
Resources
Privacy Policy
Contact Us
Important Disclosure

Biographical Sketch of Principal

 PATRICIA L. CURREY, CFP^®, CEBS

 Pat created Currey Financial Consulting, LLC -- a financial planning and investment management firm – in 1999.  She began work in the Trust field in 1979; her career has involved long-term associations with several large regional banks.  Career assignments have included departmental management, account administration, investment management, and business development in both Personal Trust and Institutional Trust environments.  Pat has earned the designation of Certified Employee Benefit Specialist (CEBS), through the joint program sponsored by the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefit Plans.  Pat graduated from the CFP^® Program at the College for Financial Planning (Denver, Colorado), and earned the Certified Financial Planner™ designation through comprehensive testing. She also has earned a BS degree in Business Administration from Miami University (Oxford, Ohio) and a Master of General Administration, Financial Management Track, from University College of the University of Maryland (College Park, Maryland).  She is a Registered Investment Adviser with the State of Maryland.  Pat is an active member of the International Society of Certified Employee Benefit Specialists, the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA).  She is involved with the Planned Gifts Committee of the Memorial Hospital Foundation (Easton, Maryland), and the Charitable Gift Planning Advisory Committee of the Anne Arundel Medical Center Foundation (Annapolis, Maryland).  Pat serves as a member of the Board of Trustees for the Indian Creek School (Crownsville, Maryland) and is a member of their Finance Committee.

CFP^® and CERTIFIED FINANCIAL PLANNER^TM are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 12.2005

Please review Important Disclosure Information set forth in the last section of this website.