Patty Theis

Patty joined Nelson Financial Planning in July of 2022.  She has over 20 years of experience in the Banking industry and previous administrative experience with accounting, taxes, and personal insurance. She has received an Associate’s Degree from Valencia Community College and attended the University of Central of Florida.

As Relationship Coordinator with an emphasis on tax administration, Patty assists with taxes and investments in providing quality customer service.  

Originally from Ohio, Patty left the cold weather to enjoy the sunshine and blue skies of Florida. She enjoys walking, biking, gardening and spending time with her family and friends. 

What Sets Us Apart?

  • Integrated retirement planning, tax mitigation, legacy planning and wealth management with a focus on timely and proactive client communication.
  • Family owned and operated since 1984 with a tradition of producing superior investment results at a cost typically 25% less than other firms.
  • Central Florida’s fastest growing and most honored financial planning firm with the area’s longest running radio show.