Klingman & Associates, LLC

Skilled financial professionals committed to your goals

 

Robin Klein
Patrice Boeckel
Client Relationship Associater

Patrice Boeckel is a Client Relationship Associate and works alongside our advisors and the entire Klingman & Associates team to support our clients.

Patrice has over 15 years of financial services experience working for wealth management firms and at a family office. In addition to her role in client services, Patrice has held accounting, analyst and operations positions in her career. Patrice holds a bachelor’s degree in Business Administration and an Accounting Certification from Caldwell University as well as a Financial Planning Certification from Fairleigh Dickinson University.

Outside of the office, Patrice walks almost every day with her husband, Chris, around her little New Jersey town. She enjoys spending time with family, including her sons Kyle and Cameron who currently live in Colorado and her daughter Megan, who lives in New Jersey.

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