Patsy Nodilo-1

Phoenix, Arizona

Patsy L. Nodilo

Wealth Advisor
Education &
Certifications

Utah State University, B.A., Economics

About Patsy
Patsy Nodilo has long had a strong interest in economies and markets, particularly the companies that comprise equity markets. One of the few women then majoring in Economics at Utah State University, she graduated to build a career at several global & regional brokerage firms in Hawaii, Washington, D.C. and Arizona before co-founding Pathlight, which joined the EP Wealth Advisors family in 2019. Additionally, she gained early experience as a Trust Officer for two regional banks. Patsy melds her interest in investments with a true passion for working with clients and their families to help them reach their life goals through high-touch client service, accessibility, and a supportive and collegial atmosphere. Patsy has been recognized by leading financial industry publications, such as Barron’s (“Top 1,000 Financial Advisers,” 2009; “Top 100 Women Financial Advisers,” 2007 and 2008). The Phoenix Business Journal named her among the Top Women in Business in 2012, but on top of everything, she is most proud of her marriage of more than four decades, and her two grown boys, and four grandchildren. When she’s not working or with her grandkids, she is an active participant in her church and has served in various capacities there and in the community. Patsy is also a Board Member of the Assistance League of Phoenix.
Wealth Management Team:

Client Relationship Associate

-Help with account maintenance and balances

-Help with wire transfers, and money movement 

Ryan Kuhn-2

Ryan Kuhn

Client Service Associate

Business Operations Manager

-Help with front desk reception/client service

-Help with office maintenance 

Mineko Murai-2

Mineko Murai

Business Operations Manager

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing
TAKACS_GEN-4322

Geniffer Takacs

Portfolio Manager
CFA

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations
Erich Cassidy-2

Erich Cassidy

Financial Planner
CFP®, ChFC®
connect with Patsy