Patricia Tisdale, CPA – Senior Advisory Associate

Patricia Tisdale is a Senior Advisory Associate at Ulrich Investment Consultants. Patricia provides support to the Firm’s clients, the Consultants, Research and Operation professionals, and is based in Ulrich’s Spokane, Washington office. Her responsibilities include overseeing the progress of client investment casework from inception to completion, handling the day-to-day needs of clients, and interfacing with client’s attorneys and CPAs. Patricia has 28 years of investment client experience and has been serving clients out of the Spokane office for nearly 15 years. Patricia earned a BS in Business Management from Newman University and a BA in Professional Accounting from Eastern Washington University. She is a registered investment advisor representative and is also a Certified Public Accountant.