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Chris Patterson

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.