PATRICIA PENA, ChFEBC (sm)

Patricia started in the financial services industry in 1996 as a new business clerk with Mutual of Omaha, setting appointments for their insurance agents. Realizing that she had the hard part of the job down, and that she really enjoyed meeting and helping new people, she became an insurance agent herself the following year. Patricia founded Cornerstone Financial Services in 2003 in order to better serve her clients with expanded product offerings.

 

Patricia prides herself in helping all types of people from various economic and social backgrounds. She especially excels at bringing education and insight to individuals that are often under-served, like the Hispanic community. As one of very few Hispanic women agents, and someone who was a single mother when she started in the industry, there’s a special place in Patricia’s heart for helping fellow Hispanic women and empowering them in their finances. She also specializes in working with the labor force of major utility companies and federal employees. Patricia loves seeing the financial peace of mind when clients understand where they stand, where they are headed and how they are going to get there. Every client becomes part of her family, and they are treated as such.

If Patricia’s resume could only contain one sentence, it would read “Mother of five daughters,” which pretty much says it all. Her girls are her greatest personal achievement and also her greatest inspiration, though at times she’s felt like she should have a reality TV show. In addition to the girls, Patricia’s family is rounded out by two cats and six dogs. Her daughters share the same compassion she has that comes with saving lives, which is why seven of their eight animals are rescued. Patricia loves the arts, music, nostalgic romantic movies, theater and tequila, and involves herself in many civic activities.