201 Office Park Drive, Suite 300
Birmingham, AL 35223
ph: 205.871.6690
fax: 205.803.3331
You Can Flip The whole Page , it's a new Advertising Technique invented by Flippy

Patti Schwefler

Client Services Coordinator



Email Address


Patti brings her passion for outstanding service and delightful disposition to Iron Legacy. She works closely with multiple advisors and consistently supports their administrative needs, always willing to make a positive mark. She also provides comprehensive account support services, including client communication, account processing, and account distributions.

Immediately before joining Brian’s team in August 2019, Patti worked as an educator for six years in the local Birmingham area. Prior to raising a family, Patti co-founded DSI Communications in Atlanta and worked as a relationship and account manager for MCI WorldCom and LDDS Communications. She began her professional career in banking and finance.

Patti graduated from the University of Mississippi in 1990 with a B.S. in Marketing. She enjoys spending time with her husband and three kids, reading, perfecting her “green thumb”, traveling, college sports, live music, and spending time with friends. She has two loving dogs and has been very active in their local church on the flower and altar guilds.