- Administrative Professional
Patsy joined BMSS in 2004. As an administrative professional to John Shank, Steve Smith and Karen Poist, her primary responsibilities involve tax-related work, but the scope of her duties range from legal administrative work to assisting with correspondence and planning of meetings and lunches. Patsy’s responsibilities are, in short, to provide service to any of the CPAs and clients as needed.
Patsy is described as dependable and always willing to help. She attributes her success to the morals and values instilled in her by her parents. Her favorite quote is “Success is getting what you want. Happiness is wanting what you get.”
Patsy grew up in Birmingham and now resides in Pelham with her husband and three dogs. They have three children, two girls and a boy, and six grandsons. When she isn’t at the office, Patsy enjoys trips to the beach, spending time with her family and grandchildren and reading.