Home » Our Team

Our Team

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

Lorraine A. Hart – Founder

Zoom in Read more

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

Cheryl A. Patterson – Founder

Zoom in Read more

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

Vikki D. Lenhart – Partner

Zoom in Read more

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

Sue Patterson – Partner

Zoom in Read more

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

Terri L. Wysocki

Zoom in Read more

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

Barbara A. Krawczyk

Zoom in Read more

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, IL, 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