I am the President of Patterson Financial Solutions and Investment Adviser Representative. In this role,I coordinate all aspects of my client’s financial needs, including insurance, investments, and planning. I have more than 10 years of experience working in the financial services industry in various roles.
After graduating from Colorado State University in 2006, I started my professional career as a Personal Banker at JP Morgan Chase. I 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 my career in the insurance business, I spent my time as a Sales and Service Manager with US Bank where I helped start a brand new operation in Johnstown, Colorado.
After my career in banking, I wanted to seek deeper and more personal relationships with my clients and I found I was able to do that as a Multiple Line Agent with American National Insurance. I was blessed to be able to continue in my father-in-law's footsteps and build a thriving insurance and financial services practice.
I started Patterson Financial Solutions to use my talents, knowledge and experience to help my clients with their financial issues they face. I partner with some of the top money managers in the industry and have access to the best product offerings to serve my clients by educating and positioning them to help them work toward their goals.
As a proud husband and father of two, I know and understand the importance of providing a future and a legacy for my family and I help my clients achieve this vision for their family and loved ones as well.
Stephen is available for private consultations by appointment and can be reached at 970-795-2137 or by email via the Contact Form.
Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Cir., Ste. 800, Littleton, CO 80120, 303-797-9080. Patterson Financial Solutions is not affiliated with The Leaders Group.