Pat Grenier, Principal, CFP® MBA
Pat is all about family—and that is the approach she takes with each of her clients. She will treat you as though you are family.
Pat is a trailblazer, a big-picture thinker, and a fierce advocate for her clients. But more than any of those, she is someone who gets the job done and gets the details right. She has a can-do, will-do determination that is infectious. Ask her advice and you will find that she is a sensitive listener, a thoughtful problem-solver, a careful planner, and relentless fact-checker. These are skills she developed at a very young age, as the family interpreter and liaison for her large, Ecuadorean family. Her passions run to South American cooking, gardening, and large family get-togethers at her home (think 35 for dinner).
Pat began her career working for large financial groups, where she came to the belief that every client is best served with deeply personalized service—a passion that drove her to become an independent financial advisor in 1990. “Our job is to help people blend their personalities, lifestyles, and goals into a viable plan that makes them feel safe, comfortable, and secure. We iron out the idiosyncrasies and weed through all of the information to know what is appropriate for each client based on their circumstances.”
Through speaking engagements and regular articles in local and national publications, she provides advice to women navigating financial planning. Pat is involved in the community and has been a tireless community advocate. She has served on many boards, including the Women’s Partnership of the Springfield Chamber of Commerce, the Boy Scouts of America, and the YWCA of Springfield.
Pat has more than 30 years of experience as an investment advisor and holds a CFP® designation as well as MBA and BSBA degrees from Western New England University. In 2004, she and Betty Rae Poppo joined forces in founding BRP/Grenier Financial Services. She has two children and lives in East Longmeadow, MA, with her husband Larry.