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.