Patrica Espino

Wealth Management Associate

(737) 279-4321



Patricia is a first-generation college graduate with a Master of Science in Personal Financial Planning from Texas Tech University. While in college, she worked in corporate banking, where she realized there had to be more guidance for people to establish and reach their financial goals. Her passion for this industry comes from the direct impact a financial plan could have on someone’s financial future.

As a West Texas native, she recently relocated back to Texas from Tucson, Arizona, where she worked with a non-profit that provided financial literacy and financial mentors at no cost to the participants. Patricia had the opportunity to gain experience and various skills at this newly growing startup, ranging from customer service, coordination, mentoring, marketing, and tech support.

When not at work, Patricia will be spending time with her dog, hiking, crafting, baking, volunteering, and exploring all that the city of Austin and its surrounding areas have to offer.

Education & Designations

Master of Science in Personal Financial Planning, Texas Tech University

Bachelor’s Degree, Texas Tech University

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