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Sandra P

CFP®, Series 63, Series 65

Cheyenne, WY

Cetera

Sandra Patrick is a CFP® with 41 years of industry experience currently affiliated with Cetera. She has held various positions within Cetera and its predecessors since 1999. Outside of financial advising, she coaches high school debate and teaches life enrichment classes at Laramie County College. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Afton O

Series 63

Cheyenne, WY

Cetera

Afton Olsen is a financial advisor with Cetera, holding a Series 63 designation and 19 years of industry experience. Olsen has worked at Cetera and its affiliated entities since 2017 and also serves as an adjunct instructor at the University of Wyoming. Outside of advisory work, Olsen is involved in nonprofit activities as secretary of a local elementary school PTO and coaches youth volleyball. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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