Mike Patterson is a CERTIFIED FINANCIAL PLANNER™ and a fiduciary. He specializes in retirement planning focused on helping clients meet their financial and life goals. He starts with their financial plan, then creates and manages the investment portfolio designed for their goals.

Mike provides services for financial plans, portfolio management, investment and insurance products, like life and long-term care insurance. He works with IRA rollovers, self-employed retirement and employer provided retirement accounts. Mike works closely with his clients to understand their specific life goals and develops financial plans to achieve those goals. Each client is important to him.

Cedar Mill being his home, Mike received his undergraduate degree from Harding University and a Certificate of Financial Planning from Pepperdine University. Where he spends time reflects his faith in the Lord Jesus Christ, passion for his family, and joy of the great outdoors.