A CFP® professional with graduate training in finance from Purdue, Phimar Patterson brings more than twenty years of corporate financial planning to every client relationship. He believes sound advice should be built around families, not products.

Royce Richardson has advised clients since 1996, holding Series 7 and Series 65 registrations along with Life and Health licensure. He is known for making sound financial guidance accessible to families and working professionals alike.

Add a short professional bio highlighting the advisor’s experience, qualifications, and approach to helping clients achieve their financial goals.

Add a short professional bio highlighting the advisor’s experience, qualifications, and approach to helping clients achieve their financial goals.