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Patricia (Pati) O'Haver, CPA has extensive experience in tax management and private client services. Patricia (Pati) has worked in various roles at reputable companies such as Caruso, RSM US LLP, and Deloitte. With a Bachelor of Science in Management from Purdue University Daniels School of Business, focusing on Accounting and Management, Patricia (Pati) has honed their skills in financial planning, tax compliance, and asset protection. Pati's expertise in estate accounting, tax management, and financial planning make their a valuable asset in optimizing financial decisions and safeguarding assets for their clients.