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Our Team

Chad M. Smith, CFP®

Managing Partner


Chad is a Certified Financial Planner™ and a Registered Representative offering securities through SagePoint Financial, Inc. Chad also holds Series 6, 7, 24, 63 and 66 securities registrations. He is responsible for working with clients and overseeing our operations. Chad ensures the office environment complies with all government regulations. His main focus is you, our client. Chad has attention to detail and a willingness to provide assistance. He handles all account needs including inquiries, trades, transfers, distributions and client reporting with skill, knowledge and care. He continues educating himself in an effort to help serve you better. Please feel free to contact Chad with any of your account needs.

*Registered Representative with SagePoint Financial, Inc., member FINRA/SIPC.

Chris Patterson

Managing Partner


Chris along with Chad is a managing partner that specializes in income and insurance planning. He holds a Series 7 and 66 securities registration. Chris is the point person for all new clients as well as handling all account inquiries, trades, transfers and distributions for current clients. He is also licensed in Life, Health and Long Term Care Insurance, which allows him to assist with all client inquiries regarding their insurance needs. Please feel free to contact him anytime you need assistance.

*Registered Representative with SagePoint Financial, Inc., member FINRA/SIPC.

Heather Thurgood

Registered Assistant


Heather is the customer’s first contact at our office. She has a strong background in customer service and sales. She is responsible for scheduling all appointments, customer relations, creating presentations, organizing conferences, event coordination and assisting with transcription and client mailings. She is a registered assistant and handles administrative support for all advisors.

 *Registered Assistant with SagePoint Financial, Inc., member FINRA/SIPC.

Dana McLean

Executive Assistant and Office Manager


Dana has been with the company since January 2007. Her background has been in the travel industry and management. Dana handles a variety of jobs in the office including; bookkeeping, coordinating marketing and events, travel arrangements, handling all vendor relations and contracts, managing office staff relations, requirements and all administrative projects.

*Not registered with SagePoint Financial, Inc.