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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