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Patterson Agency - Securities Management & Research
Stephen F. Patterson, ChFC®

Stephen F. Patterson, ChFC®

Chartered Financial Consultant

Stephen F. Patterson is a Multiple Line Agent and is a Registered Representative. In this role, Stephen coordinates all aspects of his client’s financial needs, including insurance, investments, and planning. Stephen has more than 10 years of experience in providing excellent service to his customers. He started in the retail business working as a sales clerk for notable companies such as JC Penney and Best Buy.

After graduating from Colorado State University in 2006, Stephen started his professional career as a Personal Banker at JP Morgan Chase. As a banker, he used his talents and abilities to thrive in the business. Stephen became one of the top bankers in the Northern Colorado In-store district and was quickly promoted to Assistant Branch Manager. Just prior to starting his career in the insurance business, Stephen spent his time as a Sales and Service Manager with US Bank where he helped start a brand new operation in Johnstown, Colorado.

After a successful career in banking, Stephen now advises people on how to achieve financial strength by coordinating their insurance and investment needs. Stephen’s varied background in banking, finance, and customer service provided the perfect foundation for insurance and financial planning. He is passionate about his work and its possibilities to help people satisfy their insurance and financial needs.

Stephen is available for private consultations by appointment and can be reached at 970-353-3608 or by email via the Contact Form.