Pat Martz
Client Administrative Assistant

Pat received a degree from Mississippi College and was a retail buyer for many years before seeking a career change that would bring her closer to her hometown and family. In dealing with the financial affairs after the death of a loved one, Pat became a Mascagni Wealth Management client and experienced first-hand the time, concern, and thoughtfulness the firm focuses on each client. Intrigued by the work of financial planning, Pat chose to become more involved with Mascagni Wealth Management and now assists with office administration. She is responsible for various administrative duties and functions, but her primary role is the organization, maintenance, and scanning of client files and documents. Pat’s efforts keep Mascagni Wealth Management’s files as orderly as required. The opportunity to chat with clients who call or visit the office reminds her of the personal aspects of financial planning, and the face-to-face contact with people has been a rewarding part of her job. Pat is also the one who answers the office phone and personally greets clients and visitors as they come through the door.

Each of us values providing prompt, attentive service. You can count on your calls being answered by a real person.