Analytics Wealth Advisors

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Advisors

Gerald Patterson

Gerald Patterson

APMA®, CRPC®

Private Wealth Advisor

Visit Gerald Patterson's website
Kristina Sturgis

Kristina Sturgis

CFP®, CDFA®, APMA®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Kristina Sturgis's website

Team

Jenn Flora

Jenn Flora

Client Relationship Manager

Khrista McWhorter

Khrista McWhorter

Financial Planning Specialist

Hari Doue

Practice Manager

Linda Raffier

Linda Raffier

Client Relationship Manager

Satnam Khalsa

Satnam Khalsa

Financial Planning Specialist