Sheryl Patterson, CFP

Biography

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

 

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