Managing Partners

You deserve to know that you matter and what you’re striving for is achievable with disciplined, tactical strategies, and a dedicated team of wealth advisors who are committed to you and your future. To us, being your wealth advisor is more than just managing your wealth, it’s being your confidant and constant pillar of sound advice throughout every stage of your life. 

<strong>Sathya Chey Patterson<br/></strong>CFP<sup><span>&#174;</span></sup>, CDFA<sup><span>&#174;</span></sup>, CSRIC<sup><span>&#174;</span></sup>, AIF<sup><span>&#174;</span></sup> MBA

Sathya Chey Patterson
CFP®, CDFA®, CSRIC®, AIF® MBA

Managing Partner, Wealth Advisor

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<strong>Steve Carlsen<br/></strong>CSRIC<span><sup>&#174;</sup>&#160;</span>

Steve Carlsen
CSRIC® 

Managing Partner, Wealth Advisor

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The Administrative Team


<b>Pam Dickson<span>&#160;</span></b>

Pam Dickson 

Senior Client Associate 

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<b>Kathy Holcomb<span>&#160;</span></b>

Kathy Holcomb 

Senior Client Associate 

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Chris Heckenkamp

Chris Heckenkamp

Associate Wealth Advisor

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Our Extended Team 

Evan Rodzevik

Evan Rodzevik

Business Strategist

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Brenton Simonson

Brenton Simonson

Chief Financial Officer

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Kevin Nguyen

Kevin Nguyen

Administrative Assistant

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LET&#8217;S GET STARTED

LET’S GET STARTED