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Doreen Patrick, ACS®

Doreen Patrick, ACS®

Scheduling and Client Services Assistant

Doreen became a valuable member of the Family Wealth Management LLC team in 2015, initially joining as a Scheduling Assistant. Over the years, her role has expanded, and she now provides a wide range of client concierge services. Doreen's primary responsibility is managing the appointment scheduling process for the firm, ensuring smooth and efficient coordination. Additionally, she plays a vital role in overseeing the firm's marketing department, actively managing the website and all firm communications.

With over 15 years of experience in the financial services industry, Doreen brings a wealth of knowledge and expertise to her role. She holds a Bachelor's Degree in Psychology and an Associate Degree in Business Management, reflecting her commitment to both understanding human behavior and effective business practices. Furthermore, Doreen has earned the Associate, Customer Service™ (ACS®) designation from LOMA for Financial Services Education. This esteemed designation emphasizes the essential skills required to provide specialized customer service in the financial services industry.

Doreen currently resides just outside of Chicago, Illinois, with her husband Brian, and their two children. Her dedication to providing exceptional client service, expertise in scheduling and marketing, and her continuous pursuit of professional development make her an invaluable asset to the Family Wealth Management LLC team.

How she ended up at Family Wealth Management…
Doreen was referred to Family Wealth Management by a colleague whom they had contacted about an opening that they had for a Client Scheduling Assistant.

Why she lives in Chicago…
We wondered the same thing. Isn’t it the place of two seasons; winter and summer? Doreen works remotely but has been to our office here in New Jersey for firm events. She often states that you never get used to the Chicago wind, especially in the winter!

Interesting fact…
Doreen met actor Joe Mantegna a few years ago at a fundraiser held at their former high school. Joe Mantegna stars in the TV series “Criminal Minds” and plays the character David Rossi. Her first movie star experience!