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Patricia Achterhof

StratWealth


Speaker Bio

Patricia Achterhof is chief operating officer for StratWealth, where she brings a decade of experience in the financial services industry to her role overseeing development and operational efficiencies at the firm. She focuses on the operational scalability of financial institutions, and coaches leadership and executive teams in procedural efficiency and leadership effectiveness. She has a unique view of the industry, having held nearly every role at StratWealth, where she began her career as an account representative.



Ms. Achterhof has bachelor of arts and bachelor of fine arts degrees from the University of North Carolina Wilmington, and is a graduate of the Leadership Essentials program at Loyola University. She is a Financial Paraplanner Qualified Professional™, a Certified Plan Fiduciary Advisor, and an Accredited Investment Fiduciary®. 

Speaker Sessions