Patti Waltman
Senior Client Associate
Patti Waltman serves as Senior Client Associate at TSG Wealth Management, bringing a wealth of administrative and client service experience to the team. She is a graduate of California State University, Chico, and began her career in financial services at Franklin Templeton Mutual Funds, where she worked in the Dealer Services Department.
In 2000, Patti moved to Portland, Oregon, and joined Rosenbaum Financial as a Securities Administrator. She returned to California in 2002 and obtained her real estate license, co-owning Geraghty Realty with her father until relocating to Washington State in 2015.
Patti began working with Bruce Kajiwara in 2006 as his Client Account Manager and continues to support his practice at TSG Wealth Management. Known for her professionalism, reliability, and client-focused approach, Patti plays an integral role in ensuring smooth day-to-day operations and delivering high-quality service to clients.
Patti and her husband, Lenny, currently reside in Lakewood, WA.