Stephen Patterson

I am a husband, father, son and servant to the communities I serve.

I am the first in my family to go to college. Growing up, I watched my parents live paycheck-to-paycheck. Money management was not something I learned at the dinner table or in high school. I knew I wanted to change my family’s legacy and the people who I work with.

After graduating from Colorado State University (Go Rams!), I started my career in banking and then progressed into the insurance field running an agency in Greeley. I branched out and started my own independent financial services firm in 2018. I have been in the financial services industry in various roles since 2006. I attended the American College of Financial Services where I earned my Chartered Financial Consultant (ChFC) and my Chartered Life Underwriter (CLU) designations.

Finance and retirement planning is not just about checks and balances, it’s personal. I wanted to seek a deeper and more personal relationship with my clients and I developed a process that is tailored to the individual needs of my clients.

I became a financial advisor to use my passion, talents, knowledge and experience to assist my clients with their personal financial solutions. I do this by educating and preparing them for the financial events they will face. The benefit is a relationship with an advisor that values you and your individual situation.

As a proud husband and father of two, I know and understand the importance of providing a future and a legacy for coming generations. I help my clients achieve this vision for their family and loved ones as well.

Ready to see how I can help you reach your financial goals? Schedule your complimentary session with me so I can learn more about you and see how I can help you get closer to your dream.