David Patterson is a CFP® professional with 16 years of industry experience and has been with Patterson Advisors, LLC since 2005. Based in Waterford, MI, he is part of a two-advisor firm focused on comprehensive financial planning and investment analysis. Patterson Advisors serves individual investors, including high-net-worth clients and family trust beneficiaries, offering tailored services such as goal-based planning, investment recommendations, and ongoing financial support. The firm employs a disciplined, asset-allocation approach using diversified portfolios and maintains a fee-for-service model without discretionary trading authority.

Erin Preston is a CFP® professional with 16 years of industry experience, serving clients at Patterson Advisors since 2005. She operates within a small, two-advisor firm based in Waterford, MI. Patterson Advisors provides comprehensive financial planning and investment analysis to individual investors, including high-net-worth clients and trustees or beneficiaries of family trusts. The firm employs a goal-based planning approach and a broadly diversified asset allocation methodology, focusing on no-load mutual funds, ETFs, and other low-cost investment vehicles.