Stone Harbor Wealth Partners

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

Advisors

Advisor photo for David Patterson

David Patterson

CFP®, CRPC™, APMA®

Financial Advisor

Visit David Patterson's website


Team

Katy Clark

Katy Clark

Paraplanner

Personal Intro

Katherine Clark is a Paraplanner with more than a decade of experience in the financial services industry, having supported multiple advisors since 2013.

Born and raised locally, Katy is a proud West Virginia University graduate and enjoys spending her time outside work with her daughter, Elizabeth, and her family. An animal lover, she shares their home with two cats, Simba and Magoo.

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Kristina Messenger

Kristina Messenger

Client Service Specialist,

Administrative Assistant

Personal Intro

Kristina Messenger has worked in the financial services industry for more than 11 years. She spent seven and a half years with Ameriprise Financial and previously gained experience with Northwestern Mutual.

Outside of work, Kristina enjoys spending time with her husband, Rusty, and their family. As a family, they enjoy camping and riding side-by-sides. Kristina and her family are also active in their church.

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Monti Moyer

Monti Moyer

Operations Director,

Chief Operating Officer of Stone Harbor Wealth Partners

Personal Intro

Monti joins the team with over 25 years of experience in business organization and leadership. She has a BA in Business Administration from Urbana University and an MBA from the University of Dayton.
Monti is a Bridgeport High graduate that has recently moved back to West Virgina to be close to her mother. She enjoys being outside with her family, friends and two dogs Tucker and Cleopatra.

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