Both David and Erin completed the program on financial planning offered by the College of Financial
Planning in Denver, Colorado and then subsequently passed the CFP certification exam, a ten-hour, two-
day comprehensive examination. Both are CFP® (Certified Financial Planner) licensees (see note below),
and members of the Financial Planning Association. David and Erin have over 20 years of combined
financial planning experience.
Patterson Advisors (formerly Patterson Financial Planning) is a Registered Investment Advisor, registered
in the state of Michigan. The firm was founded in August, 1996. PA currently is located in Waterford,
Michigan.
“CERTIFIED FINANCIAL PLANNER" and "CFP" are federally registered marks of the Certified Financial Planner Board of
Standards, Inc.”
Planning in Denver, Colorado and then subsequently passed the CFP certification exam, a ten-hour, two-
day comprehensive examination. Both are CFP® (Certified Financial Planner) licensees (see note below),
and members of the Financial Planning Association. David and Erin have over 20 years of combined
financial planning experience.
Patterson Advisors (formerly Patterson Financial Planning) is a Registered Investment Advisor, registered
in the state of Michigan. The firm was founded in August, 1996. PA currently is located in Waterford,
Michigan.
“CERTIFIED FINANCIAL PLANNER" and "CFP" are federally registered marks of the Certified Financial Planner Board of
Standards, Inc.”
| Who We Are - The Father/Daughter Team |
Erin Preston (formerly
Patterson) has a BS degree in
Finance from Michigan State
University. Prior to joining
Patterson Advisors in 2004,
Erin worked for six years with
two Detroit area financial
services firms.
Patterson) has a BS degree in
Finance from Michigan State
University. Prior to joining
Patterson Advisors in 2004,
Erin worked for six years with
two Detroit area financial
services firms.
David C. Patterson, founder,
has B.S. and M.S degrees in
mathematics from Michigan
State University and Purdue
University, respectively, and an
MBA degree in Finance from
Wayne State University. Mr.
Patterson was formerly VP and
CIO for two telcom companies.
has B.S. and M.S degrees in
mathematics from Michigan
State University and Purdue
University, respectively, and an
MBA degree in Finance from
Wayne State University. Mr.
Patterson was formerly VP and
CIO for two telcom companies.
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