My Philosophy

I possess the experience and qualifications to help you reach your financial goals.

Our team takes a unique and collaborative approach to the financial planning process called Dream > Plan > Track >®. It all starts with your dreams; along with a strategic plan that covers your needs in the context of your entire financial picture. Once VALENSTEIN & PATTERSON establishes a firm direction, we work with our clients to provide solutions and help them take action. Together, we review and track progress toward their goals and adjust the strategy to reflect personal, economic, and tax law changes. We'll create financial plans and ongoing relationships that help you adapt to changing needs and goals over time.

Because we work as a team, our practice enjoys depth and diversity in our combined skills and experience. You’ll enjoy the personalized service and one-to-one interaction with your advisor while also benefiting from the wider skill-set of the team as a whole. Our team's particular focus in charitable giving is supported by professionals with backgrounds in many fields, so you’ll have confidence in the guidance you receive and the strategy you develop with your advisor.

Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next.