Patty Lum, Ostrofe Financial Consultants

Patty Lum

Office Manager

Patty Lum is our go-to for scheduling client appointments as well as introductory meetings. She edits and transcribes general correspondence, including press releases, monthly newspaper articles and staff meeting minutes. She also maintains current compliance and continuing education requirements with our broker/dealer and the SEC, organizes private and public symposia, is directly responsible for client billing and mails informational packets to prospective clients.