Mechanicsburg, Pennsylvania (November 05, 2024) – LeTort Trust, an independent trust company providing Qualified Retirement Plan Management and Family Wealth Management services, is excited to announce the promotion of Patricia Lauchle to Chief Financial Officer (CFO), effective November 1, 2024.
Patricia joined LeTort Trust in 2019 as Personal Trust and Tax Officer, immediately making significant contributions to the financial management and strategic direction of the business and earning a quick promotion to the position of Controller/Tax Operations Manager. During the time in that role and with over 15 years of experience and nearly a decade in public accounting, Patricia has been instrumental in overseeing the tax reporting processes and compliance for LeTort Trust and for our clients. Her commitment to excellence and deep understanding of the financial landscape of our business have made her an indispensable part of our leadership team.
“Patricia’s promotion to the CFO position is a recognition of her exceptional leadership and the integral contribution she has made to the financial management and regulatory oversight of our business.” said Katie Clarke, President of LeTort Trust. “Patricia has acclimated quickly to our unique structure and has developed into a pivotal member of our team” said Dan Eichelberger, CFA CFP
Patricia holds a Bachelor of Science in Accounting from Penn State University, is a licensed CPA, and maintains active memberships with the Pennsylvania Institute of Certified Public Accountants (PICPA) and the American Institute of Certified Public Accountants (AICPA). She is an alumna of the Leadership Harrisburg Area (LHA) program and was honored with the Young Leader Award by the Pennsylvania Institute of Certified Public Accountants (PICPA). Passionate about numbers, she balances her professional accomplishments with quality time with family and friends, embracing opportunities for outdoor adventures and competitive activities. Committed to community service, she dedicates her time and expertise to several local nonprofit committees, serves as Treasurer of the LeTort Trust Foundation, and volunteers with Junior Achievement.
About LeTort Trust
LeTort Trust is a private trust company, providing comprehensive Qualified Retirement Plan and Wealth Management services designed for complex financial needs of businesses and individuals. For additional information on LeTort Trust or LeTort Trust Foundation, please visit our website at www.letorttrust.com.