Patricia (Patti) Linus

Patti has been working full-time with Jim in his financial business since they relocated to Florida in 2007 and together they started Creative Wealth Financial Group, Inc in 2010. She is his wife, partner, friend, and confidant.

She is responsible for processing paperwork for our managed portfolios and coordinates our monthly mailings, weekly emails, and manages our client data base. She also processes new business, answers client’s questions, helps with service requests, and event planning. She is the glue that holds the company together and is very knowledgeable in all functions of the firm.

When she is not busy at work, Patti enjoys spending time with her family, friends, and her dog, Shady. She also works with local charities such as the “Naples Equestrian Challenge,” “Gift of Life International,” and the “Brookes Legacy.”