• Stephen PattersonNeighbor

  • Dallas, TX
  • Website

Based in Dallas, Texas, Stephen Patterson is an expert in leadership development and education, with a love of golf. From a very early age, Stephen developed an interest in teaching others and being a mentor to help people flourish from youth to adulthood. In addition, Stephen has always been drawn towards exercise science, specifically the discipline of Kinesiology, which examines the mechanisms of movement from a mixture of psychological, biomechanical, and dynamic perspectives.

After fulfilling his dream of working in academia, Stephen Patterson turned his sights on helping people achieve their financial long-term goals. He brings the same dedication and passion for helping others to this business venture as he did throughout his educational career, and working in the financial planning industry has given him insight into how wonderful life can be when someone has the right financial advisor to prepare for what lies ahead. Stephen Patterson stands out from his competitors by easing peoples’ minds and helping them to break-down their retirement planning into doable steps. This makes the experience effortless and helps ensure people will have a comfortable lifestyle and a legacy, while also be prepared for the unexpected.

Stephen Patterson is also very involved in his community and spent years working with the Greater Orange Area Chamber of Commerce in many roles such as board member and Education Chairman as well as Chairman. Stephen is also a board member for several prestigious organizations such as the United Way of Orange County, Rotary International, and Leadership Southeast Texas.

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