Paty Landeros is a Biliterate Trust Officer at Capital First Trust Company. Paty works to understand each client’s individual needs. She works closely with the beneficiary and their family to protect trust assets and implement a trust distribution plan. Paty has a deep appreciation for building relationships, takes pride in delivering superb client service, and takes measures to make sure her clients feel educated and comfortable.
Prior to joining Capital First Trust Company, she worked for a financial clinic at a non-profit organization assisting clients in financial planning. She has years of financial and real estate experience and strives to assist clients in achieving their ultimate financial goals. She also managed the Lead Abatement Program for the City of Milwaukee Health Department. There, she assisted in triaging clients and customers to community-based resources.
Paty is a Wisconsin native that graduated from University of UW- Milwaukee with a bachelor’s in business administration. She enjoys and appreciates family time, traveling and note writing.
“Ask your clients to be part of the solution, and don’t view them as part of the problem”