Patricia Lavoie has more than 30 years of financial industry experience. Prior to joining EP Wealth Advisors in 2022, Patty spent the majority of her career working in a multi-family office environment as an advisor to high-net-worth clients with a heavy focus on tax planning and compliance. In her most recent role at Fortis Management Group LLC, she assisted families with their financial, tax and estate planning needs. Additionally, Patty focused on providing income tax planning and advice, resolution of notices from taxing authorities, and the completion of quarterly and annual tax compliance requirements for Fortis clients. Before her role at Fortis, Patty acquired nearly fifteen years of experience specializing in individual, corporate, non-profit and fiduciary tax compliance and research. She spent nine years with Veritas Advisors, Inc., a New England–based Multi-Family Office, where she advised high-net-worth families on complex financial matters. Her experience in auditing and tax came from five years with Parent, McLaughlin & Nangle, a large regional CPA firm based in Boston. Patty has a Bachelor of Science in Accounting from Boston College and is a Certified Public Accountant. She lives in Upton, Massachusetts with her husband, Mike, and enjoys spending time with their three adult children. Patty enjoys traveling, volunteering in her community, and cheering on her favorite college and professional sports teams.
Certified Public Accountant
Boston College, B.S., Accounting