We are degreed and certified professionals who are passionate about providing the correct retirement plan solution to employer sponsors and their participants. We bring to our clients the wisdom of years of experience in plan design, implementation, monitoring and compliance.
Retirement plans are our business, not incidental to another product sale.
Jerome C. Patterson, CPA CFP/Partner
Jerome brings his 30+ years experience as a financial professional to provide the best service to you and your specific requirements. He has an MBA and has attained Certified Public Accountant (CPA), Certified Financial Planner (CFP) and Series 65 (RIA) designations. Jerome's areas of expertise include: advanced skills in research and interpretation of tax laws, implementing delivery of Daily Valuation 401(k) Service, and representing clients before the Internal Revenue Service and Department of Labor.
Greg Zandlo, CFP/Partner
Greg earned a BA, specializing in Marketing and Finance, and obtained the Certified Financial Planner™ designation (CFP). In his over 25 years as a financial professional, Greg has served on the Board of Directors for the Minnesota Society of the Institute of Certified Financial Planners, and is currently a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Greg provided the inspiration for the creation of the annual FPA Symposium that today attracts hundreds of Upper Midwest financial professionals.