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By taking a macro and holistic view towards a client's investment portfolio, I believe that I add a broader perspective and bring increased benefits to my clients.

As a financial professional, I can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

I can also assist with answering your questions on the following topics:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

As an experienced professional, I have helped many people just like you with similar issues and concerns. I specialize in creating an approach that is designed to address your individual situation.


Jeffrey S. Patterson

Investment Account Manager



With over 25 years of experience, Jeff has an extensive knowledge of the investment industry. He believes in establishing a personal, meaningful relationship with his clients in order to help them reach their goals (continues ...)

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