With more than 38 years of experience guiding clients through meaningful financial decisions, Patsy Stullenbarger is committed to helping individuals and families pursue their unique goals through personalized, thoughtful advice. She believes that every client’s circumstances are different—and that the most effective guidance begins with genuinely understanding what matters most to them.

Patsy’s career began 41 years ago as an intern, where she had the opportunity to learn directly from Larry Boggs. She credits much of her professional foundation to the knowledge, values, and advisory discipline she gained during those early years. Today, she continues to apply a long‑term, holistic approach to financial planning, helping clients navigate complex decisions with clarity and confidence.

As a CERTIFIED FINANCIAL PLANNER™ professional, Patsy upholds one of the industry’s most respected designations—requiring rigorous coursework, comprehensive examinations, and ongoing continuing education. Her commitment to excellence reflects her dedication to delivering high‑quality guidance and maintaining the highest ethical standards in every client relationship.

Outside the office, Patsy can often be found enjoying Maryland and West Virginia’s beautiful outdoors with her family. Her favorite pastimes include camping and boating with her husband, Alan; their children, Tyler, Briley, and Claire; and her grandson, Colten. These moments spent together reflect the same values of connection, legacy, and togetherness that guide her work with clients every day.