Check the background of investment professionals on FINRA’s BrokerCheck.
Lorraine A. Hart – Founder
Ms. Hart began her career in financial planning in 1979 with IDS/American Express. In...
Cheryl A. Patterson – Founder
Ms. Patterson began her career in financial planning in 1984 as a Financial Consultant...
Sue Patterson – Partner
Chief Financial Officer Sue holds Series 26, 7, 6, and 63 Securities Registrations. Sue...
Terri L. Wysocki
Manager-Client Services Terri holds Series 6 and 63 Securities Registrations. Terri has...
