Patti Jo has been an energetic part of the Marshall, Parker & Weber’s Team since 1998. She was one of our first full-time staff members when our Williamsport office opened over a decade ago. Patti Jo works with our attorneys and families to create comprehensive estate and long-term care plans that will help our clients protect their land and assets for future generations. She has extensive experience assisting attorneys on complex estate planning cases that include business succession planning, LLCs, and Family Limited Partnerships.
In addition to her role as a Case Manger, Patti Jo is also the firm’s Director of Staff Education. She is primarily responsible for identifying training needs within the firm and providing the appropriate support to ensure the highest-quality documents and consumer-friendly experience for each of our clients and professional referrals.
Patti Jo has her Bachelor’s Degree in Education from Lock Haven University. Before joining Marshall, Parker & Weber, she worked in the marketing and financial underwriting departments for the “Major Case Unit” at BISYS, formerly known as The Underwriter’s Group (TUG).
In her spare time, Patti is finally learning how to cook and loves being outside.