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