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Our financial advice team


Patricia Koogler, Private Wealth Advisor serving the Waynesboro, VA area - Ameriprise Advisors

Patricia Koogler

CPA, CRPC, CLTC®

Private Wealth Advisor

Franchise Owner
Koogler Financial Group
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 24 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education

Qualifications

  • CPA Certified Public Accountant
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care

Education

  • Bachelor of Business Administration, James Madison University, Harrisonburg, VA

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2023
  • Koogler Financial Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Forbes Best-in-State Women Wealth Advisors, 2022 - 2024
  • Ameriprise Circle of Success, 2018-2023
  • Koogler Financial Group, Ameriprise Client Experience Award, 2020-2022
  • Forbes Top Women Wealth Advisors, 2020
  • Working Mother Top Wealth Advisor Moms, 2017, 2019-2021

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Bazaar Committee member, Finance Council member, and parishioner, St. Francis of Assisi Roman Catholic Church, Staunton

Feeding America Volunteer, Blue Ridge Area Food Bank

Interests

A great day is spending time with my husband, Charlie, and our sons, Tommy (age 18) and Jonny (age 16). Whether we are escaping to the outdoors, relaxing at the beach or participating with Boy Scout events, I treasure our time together as a family. Travel is a passion of mine and some of my favorite trips were to the Matterhorn, the Amalfi Coast and Canada. I also enjoy spending time supporting the community with Feeding America by volunteering at the Blue Ridge Area Food Bank.