Pat is Executive Vice President of CBM and has more than 30 years of audit and tax experience. Prior to joining CBM, she was the Managing Partner of Drolet & Associates, PLLC, in Washington D.C. Pat is the principal in charge of CBM’s 401(k) and profit sharing. In 2015, she received the Greater Washington Society of CPAs (GWSCPA) 2015 “Women to Watch – Experienced Leader” award.
On Mentoring Young Professionals…”I believe it is incredibly important to have a mentoring program in place in our firm. Young professionals have many choices in where they decide to work. The smart employer/firm will provide guidance and a clear path towards professional development. It’s also a wonderful way to get to know someone and the relationship is actually both give and take. Everyone grows from it.”
On Today’s Environment…”Generally speaking, today’s environment can be described in one word: difficult. Our fast-paced society allows very little time to stop and take a breath. Most of my clients are juggling work/life balance issues. Many also worry about taking care of present-day needs while trying to save for retirement.”
On Working with Clients…”My most notable client success stories are the ones where I have worked hand-in-hand with the client over a period of many years through to retirement. Guiding tax and financial decisions up to and through retirement is incredibly fulfilling for me. I feel best when the client sleeps well at night, confident that the right decisions have been made. I’ve helped clients successfully sell businesses; transfer assets to the next generation(s) split up with a partner (or business partners) without losing everything. If the client is better off because of advice from me, I feel great.”
- My favorite quote is “In the end, it’s not the years in your life that count. It’s the life in your years” by Abraham Lincoln
- I am inspired by Hillary Rodham Clinton because she never gives up and she is very smart.
- The five words that describe me are determined, fair, ambitious, extroverted, and strong.
- The last picture I took was of my niece and my spouse at the University of Pittsburgh while visiting her during her first few weeks of freshman college life. I am very proud of her!