What if something happens to Patti?
It is an important question. Key Financial is unique as Patti is involved in every client relationship, and she has taken careful steps to make sure that every Key Financial employee knows every client as well. This has been so effective clients often call and do not ask for Patti, but will ask for one of her team members because they know them as well. Patti has taken steps to hire great people who share her values and who will always look out for our clients first. Our systems, standards and protocol are so tight that any transition would be seamless.