After six years of dedicated service, we celebrate the retirement of Patricia Gundling, our valued Director of Operations.
Pat has been with us since the early days of Morton Brown Family Wealth, joining as one of our first hires. Her journey here has been marked by an unwavering commitment to excellence and a versatile approach to her role. She initially took on multiple responsibilities, from client service to answering phones, and played a critical part in getting our office up and running smoothly.
With 26 years of experience in the financial services industry, Pat became a voice of wisdom and a driving force behind our operational success. She was instrumental in onboarding numerous tech platforms and developing the robust operational systems that are now the backbone of our firm. Her expertise and dedication were key in shaping Morton Brown into the trusted and efficient organization it is today.
Pat’s welcoming presence will be profoundly missed, as she was consistently one of the first to arrive at the office each day. We will also miss her heartwarming stories about her rambunctious grandchildren, her tales of large family reunions, and the exciting camping adventures she shared with her husband Dave. Although the feeling is bittersweet, we’ve enjoyed hearing about her retirement plans over the past year and are genuinely happy for her as she embarks on this well-deserved new chapter of her life.
As financial advisors, we take great pride in helping our clients achieve their retirement goals. It is a special moment for us to see one of our own reach this significant milestone. We are immensely excited for Pat as she transitions into retirement, knowing that she has planned and prepared for this new phase with the same dedication and passion she brought to our firm.
We wish to extend our heartfelt gratitude for her many contributions and wish Pat and her family all the best.
With love and gratitude,
Your Family at Morton Brown
