Analytics Wealth Advisors

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



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
Connell Lee

Connell Lee

APMA®

Financial Advisor

Investment Specialist
Visit Connell Lee's website

Team

Jennifer Flora

Jennifer Flora

Client Relationship Manager

Khrista McWhorter

Khrista McWhorter

Financial Planning Specialist

Satnam Khalsa

Satnam Khalsa

Financial Planning Specialist