Sheryl Patterson, CFP

Managing Director, Investments


Whether you are building your personal wealth, or already retired looking for income, I can help you. Using a personalized planning process I first help to define each client's goals, then develop a strategy to help achieve those goals.

Each client will have different needs:

  • Planning for retirement
  • Income during retirement
  • Education and college planning
  • Estate planning

To help fulfill these needs I can help determine a plan, suggest an asset allocation strategy, implement the plan, and monitor and adjust the portfolios as needed.

As an advisor who puts your interests first, I serve my clients with professionalism, responsiveness, and concern.


Presidents Club Logo


Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.


  • Annuities and Insurance
  • Asset Management
  • Financial Planning
  • Retirement Income Specialist
  • Retirement Planning
  • Wealth Management


  • More than 20 years experience in the Securities Industry
  • Certified Financial Planner™
  • Portfolio Manager
  • Series 7, 63, 65 licensed
  • Washington State Insurance licensed

Mission Statement