Our Team
Phimar Patterson, CFP®
Phimar holds both an undergraduate degree in Accounting and graduate Finance degree from Krannert (Purdue University). He has over 20 years in corporate America working in various financial planning functions with Fortune 100 companies, including AT&T, Coca Cola Enterprises, Hewlett Packard, and Heidelberg. In 2013, Phimar decided to leverage his corporate financial planning experience to the Financial Services arena to better assist families and small business in meeting their financial goals. He started within the industry at MassMutual and has worked at MetLife.
Phimar and his wife of 20 years have two children, a girl and a boy. He loves spending time with his family. In his free time, he is an avid soccer player and coach. He is also a SCUBA Dive Master and believes there is nothing as peaceful as laying on the bottom of the ocean looking up and watching the world swim by.
Royce Richardson
Royce graduated from Alabama State University in 1999, obtaining a B.S. degree in Business Administration with a concentration in Finance. In 2011-2012 He served as the PTA President at Bob Mathis Elementary School in Decatur, GA. In 2016 his firm began a partnership with Atlanta Public Schools to do financial literacy for its new employees and to offer plans that would supplement their current retirement plan and personal insurance portfolio.
Royce began his career in the financial services industry in 1996 with Renvest Financial Services, a family owned insurance and investment company in Montgomery, AL., started by his uncle in 1988. He later received a job offer in 1998 during his senior year in college from American Express Financial Advisors (now Ameriprise) in Birmingham, AL. In his tenure at American Express Financial Advisors, he became Series 7 licensed (Registered Rep), Series 65 (Investment Advisor Representative), Life and Health Insurance Licensed Agent and was trained as a skilled financial planner. In 2003, He moved to Atlanta to pursue real estate and went on to have a successful career as a realtor and was recognized as a million dollar producer. He thoroughly enjoys spending time with his family (wife Trisa, and three children, Elam, Imani, and Aniya), exercising, reading, and playing golf.