Greg Patterson Email & Phone Number

What if you could make work optional, sooner?It can be possible with the right financial advice. That’s my/our mission: to improve lives and solve problems through my understanding of the intersection where knowledge, experience and numbers meet. Whether it’s a personal wealth client, a fiduciary or a 401(k) plan participant, it’s gratifying to help people live the lives they want, and with less stress.As a father, husband, business owner and friend, I can relate to the personal goal challenges of mid-life business owners and leaders. Peak busyness, competing demands, gas pedal risk and other mid-career dynamics can be stressful, cut into your joy and sense of freedom, and keep your finances from being optimized. But with help, you can live better and with less tension.Life is better with good guidance and insight, and a good advisor/financial coach asks the right questions that help you put into words what’s most important in your life. Imagine having a strong connection to an advisor – someone who listens, who understands and appreciates your dreams and what you want your life to feel like, what your struggles are, your bucket lists and the shortage of time to get it all done.I thrive on being that person and leading a firm with advisors who do that too. We help clients lean into the discomfort that stands between them and their goals, and challenge their limiting beliefs. That’s where the gold is. That’s one of the lessons that became clearer while training and qualifying for the Ironman World Championship at Kona.I want to make a difference in people’s lives. As a firm, we do this through life-changing financial advice. The Advisory Group provides services to Personal Wealth, Foundation/Endowment and Retirement Plan clients. Our combination of human insights, professional knowledge and a well-designed process systematically creates better outcomes for clients.Want to make work optional sooner? Contact me to share your story and hear how we can help you go for the gold.