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. Since then, she has over 25 years of experience in the financial industry.
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 loves to travel, garden, cook, and enjoys living in the beautiful Pacific Northwest, Bremerton, WA, with her husband, Lenny.