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Patty Breeze, CFP®, CLU
Like Carolyn and Bob, Patty has worn several career hats and is no stranger to navigating change. After receiving a BA and MA in Education from The University of Kentucky, Patty taught art to high school students for 11 years. In 1981, she took a leap of faith and made the move to the financial services industry. She established Breeze Financial, LLC, an insurance, investment and financial planning firm in Lexington, KY.
Since then, Patty has made it her mission to empower her clients by, among other things, ensuring that they fully understand all of the options available to them. Bringing clarity to the table is a top priority for Patty. She loves to inform, encourage and inspire clients—in both bad times and good—so that they can see the light at the end of the tunnel and maximize all of their financial opportunities and potential. In doing so, Patty capitalizes on her considerable teaching skills and ability to explain strategies in a clear, concrete and engaging manner.
Over the years, Patty has devoted enormous time and energy to the Lexington, KY business and arts communities. Among her many award-winning activities, Patty has served as: President of Living Arts & Science Center; Board member and President of Center for Women, Children and Families; Kentucky Delegate to the White House Conference on Small Business; Division Chair of the United Way of the Bluegrass Fundraising Cabinet, and Board Member of the Woodford Theatrical Arts Association.
Patty lives with her husband David and their daughter Morgen in Versailles, Kentucky. Her son Hunt has served as a combat medic, with one tour of duty in Afghanistan. Patty enjoys traveling, reading, gardening, swimming, golf, tennis, and downhill skiing.