Team

Lorraine A. Hart – Founder

Ms. Hart began her career in financial planning in 1979 with IDS/American Express. In 1986 she joined Shawmut Bank as a Trust Officer in Hampshire and Franklin Counties. Ms. Hart obtained her Certified Financial Planner™ designation in 1986 and graduated from Northwestern University ABA National Trust School in 1988. Lorraine holds a Master’s Degree from Springfield College and an undergraduate degree from Northeastern University. Lorraine retired in 2014, after spending over 20 years building successful and fulfilling relationships with her clients at Hart & Patterson.

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Cheryl A. Patterson – Founder

Ms. Patterson began her career in financial planning in 1984 as a Financial Consultant with Merrill Lynch. She joined Bank of New England as a Trust Officer in the greater Boston area in 1989. Ms. Patterson worked at Shawmut Bank as a Business Retirement Specialist and at MultiBank as a Trust Officer. She obtained her Certified Financial Planner™ designation in 1994, holds Series 7 and 63 securities registrations and a Massachusetts life, health, accident and sickness insurance license. Cheryl holds a Master’s Degree from the University of Maryland and an undergraduate degree from...

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Vikki D. Lenhart – Partner

Ms. Lenhart joined Hart & Patterson Financial Services in 2009 after holding a similar role with an independent investment management firm. Vikki is a Certified Financial Planner™ Practitioner, holds a Massachusetts life, health, accident and sickness insurance license and Series 7, 24, 26, and 66 securities registrations. Vikki has a Masters in Business Administration from the University of Massachusetts Amherst and a B.A. from Mary Washington College in Fredericksburg VA....

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Sue Patterson – Partner

Chief Financial Officer Sue holds Series 26, 7, 6, and 63 Securities Registrations. Sue has been with the Hart & Patterson team since 1998.   Check the background of investment professionals on FINRA’s BrokerCheck.

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Terri L. Wysocki

Manager-Client Services Terri holds Series 6 and 63 Securities Registrations. Terri has been with the Hart & Patterson team since 2002.   Check the background of investment professionals on FINRA’s BrokerCheck.

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Barbara A. Krawczyk

Office Manager Barbara has been with the Hart & Patterson team since 2001.

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