If you feel like most people do, then when you look out at your financial future, you view it with some degree of confusion or uncertainty. The good news is there is a solution. Over the last 10-plus years, my team and I have developed and refined a process to help your confusion and uncertainty melt away. Its foundation is rooted within our philosophy – relationships are based on stewardship, not salesmanship.
First, we identify what is most important to you. Not just financially, but in all aspects of your life. Second, we use our established process to personalize your strategy. This means that what we build together is unique to your needs and your situation. Finally, we partner together throughout your life to help make sure you stay on track. Over time, things change. As such, it is important to have a trusted financial advisor by your side to help navigate the turbulent waters of a lifelong financial strategy.
Curious where to start? Let's start with a conversation and take it from there.
As for me, I joined Edward Jones as a financial advisor in 2008. Today, in addition to traditional financial advising, my practice focuses on the needs of professional athletes and entertainers, closely-held family businesses and charitably inclined families looking to retire. We touch on all areas of finance such as investing, protection planning, tax mitigation strategies, legacy and estate considerations, etc. I hold a Master of Business Administration as well as the CFP® designation.
Anja Nickolenko is our branch office administrator. She previously worked as a biological technician at the German Cancer Research Center and assistant manager at a local health food store. Originally from Germany, she joined our business in 2018 and embraces her career in the financial industry.
Melissa Kidd joined the team in 2016. When not at the office, Melissa enjoys spending time with her family and seeing the sites San Diego has to offer, by Segway, if possible.
- Entrepreneurs & Business Owners
- Employee Stock Options
- Retirement Income Strategies
- Charitable Giving
- Socially Conscious Investing
- Estate & Legacy Strategies
My Personal Interests
- Sports Enthusiast
Phone NumberScott Patterson Jr at (760) 599-5810
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