Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We live a commitment to our community.
Patterson Financial has its office within The Guidance Group. Though separate business entities, Patterson Financial and The Guidance Group work together to serve their clients through their affiliation with broker/dealer, Osaic Wealth, Inc.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Michael Patterson, CFP®
CERTIFIED FINANCIAL PLANNERâ„¢
503-452-7044
Mike Patterson is a fiduciary and CERTIFIED FINANCIAL PLANNER™, serving individuals and families as their financial advisor. He brings knowledge and life experience to the table when working with his clients.
The Guidance Group
Financial Advisor
503-452-7044
The Guidance Group is a separate business entity from Patterson Financial. It is the office setting and operations within which Patterson Financial operates its business.