About Us

David Patterson is a CERTIFIED FINANCIAL PLANNER^® professional with more than 20 years of experience helping individuals, families, and business owners make informed financial decisions with clarity and confidence. His approach is grounded in collaboration, transparency, and long-term planning, values that guide both his work and the relationships he builds with clients.

Outside of the office, David enjoys spending time with his wife, Whitney, and their three children, Audrey, Beau, and Quinn, often outdoors hunting, fishing, or anchored somewhere on the lake. He shares his home and office with a few four-legged companions, including two dogs, Duke, a golden retriever, and Delilah, a black lab, along with two cats, Archie and Aggie.

Ben Hall is a dedicated financial advisor and an Accredited Portfolio Management Advisor™ (APMA®) with more than 12 years of financial services industry experience, including eight years with Ameriprise Financial. Prior to entering the investment field, he worked as an educator in the Harrison County School System and gained experience with Northwestern Mutual. Throughout his career, Ben has been involved in leadership and mentorship roles, including coaching athletic programs across the state.

Outside of work, Ben serves as a full-time minister and enjoys spending time outdoors, including hunting and other outdoor activities with his family. He and his wife, Andrea, have four sons who are active in sports. Whether at home, in the community, or through his ministry, Ben values faith, family, and service.

Bruce Kidd serves as a Client Relationship Manager, where he focuses on supporting long-standing client relationships and helping ensure a consistent, positive experience. He began his career in the financial services industry in 1988 and has spent decades serving clients with care and dedication.

Throughout his career, Bruce’s experience and relationship-focused approach have played an important role in the firm’s growth and in the confidence built with clients over time.

Outside of work, Bruce enjoys spending time with his wife, Marilyn, and their family. They love exploring state and national parks and enjoy outdoor activities such as hiking, skiing, and boating, often alongside their four grandchildren. Bruce is also a proud father to his children, Whitney and Ben. He believes strong relationships are built on trust, consistency, and a good sense of humor.

Kristina Messenger has worked in the financial services industry for more than 11 years. She spent seven and a half years with Ameriprise Financial and previously gained experience with Northwestern Mutual.

Outside of work, Kristina enjoys spending time with her husband, Rusty, and their family, including their son Cory and his wife Cheyenne, their daughter Emily and her husband Tyler, and their two grandchildren, Paxton and Bentley. As a family, they enjoy camping and riding side-by-sides. Kristina and her family are also active in their church, where they participate in various volunteer and leadership roles.

Levi Lodge serves as a Client Service Assistant and is the General Manager of The 19th Fairway Restaurant at Clarksburg Country Club. He appreciates the camaraderie and collaborative environment of the office and enjoys building strong relationships both professionally and personally.

Outside of work, Levi enjoys fishing and playing golf and often jokes that he may be the best fisherman he’s ever met.