Tony Patterson started in the advisory business in 2013. In that time, he has the opportunity and pleasure to help those he walks with reduce tax and risk while achieving their goals.
Tony has a degree in Economics from the University of Northern Iowa. In addition, Tony obtained the Certified Financial Planner® and a Certified Exit Planner designations. These advanced financial planning designations show Tony’s commitment to his clients and continued education to assist their financial picture.
Tony specializes in helping business owners plan for business growth and the eventual sale of their business. In addition, Tony has had success in helping employees of John Deere prepare for retirement.
He enjoys time with his wife Lisa and their two daughters. Tony also enjoys a round of golf, playing tennis, and riding his road bike. It doesn’t take much to get him into an intense board game, like Ticket to Ride or Settlers of Catan. On game day you will find him cheering on UNI Panthers, Iowa Hawkeyes and supporting Liverpool FC.