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Our Team

Check the background of investment professionals on FINRA’s BrokerCheck.

Lorraine A. Hart – Founder

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Ms. Hart began her career in financial planning in 1979 with IDS/American Express. In...

Cheryl A. Patterson – Founder

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Ms. Patterson began her career in financial planning in 1984 as a Financial Consultant...

Vikki D. Lenhart – Partner

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Ms. Lenhart joined Hart & Patterson Financial Services in 2009 after holding a...

Sue Patterson – Partner

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Chief Financial Officer Sue holds Series 26, 7, 6, and 63 Securities Registrations. Sue...

Terri L. Wysocki

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Manager-Client Services Terri holds Series 6 and 63 Securities Registrations. Terri has...

Barbara A. Krawczyk

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

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AZ, CA, CO, CT, DC, FL, ID, MA, MD, ME, NC, NH, NV, NY, RI, SC, VA, and VT. Advisory services offered through Investment Advisory Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Hart & Patterson Financial Group and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.

Amherst

19 Research Drive

Amherst, MA 01002

p. 413.253.9454

f. 413.256.0047

Northampton

136 West Street, Suite 106

Northampton, MA 01060