Larson Patty is a financial advisor at Rothman Investment Management, LLC with a Series 65 credential and three years of industry experience. Prior to joining Rothman Investment Management, Patty worked at Independent Financial for four years. In addition to advisory work, Patty holds a real estate license in Texas and occasionally earns commissions from assisting with real estate transactions. Rothman Investment Management provides discretionary portfolio management, financial planning, consulting, and financial coaching to individuals, high-net-worth clients, and charitable organizations. The firm uses quantitatively driven investment strategies combined with regular portfolio monitoring and tailors portfolios to client goals and risk tolerances.

Jacob Rothman is a CFP® and CFA® with 11 years of industry experience. He has been with Rothman Investment Management, LLC since 2014. Outside of his advisory role, he serves as a board member for Sierra Vista Hospital, attending monthly meetings focused on safety, licensing, and community issues. Rothman Investment Management provides discretionary portfolio management, financial planning, consulting, and ongoing financial coaching to individuals, high-net-worth clients, and charitable organizations. The firm employs quantitatively driven investment strategies combined with regular portfolio monitoring and annual reviews, blending systematic ETF approaches with specialized allocations and a separate financial coaching service.