Pat Baier, CPA
Director of Estate and Gift Planning
Regions Covered: Florida (counties of Charlotte, Collier, Glades, Hendry, and Lee)
Pat received her BA in Business Administration from Oglethorpe University and is a licensed CPA. Prior to joining the American Cancer Society, Florida Division, Pat served as a wealth planning analyst for Citigroup, Smith Barney, Inc., in Atlanta, Georgia. While there she provided wealth planning for Smith Barney's high net worth clients. Alternative strategies were presented in areas of: Education Planning, Retirement Planning, Charitable Planning and Estate Planning.
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