09/02/2026
THE WAY WE PLAN: Relationships before meetings.
As I open the Patterson Andrews office here in Auburn, I’m taking a little time to meet people as I fill the calendar.
I’m having breakfasts.
I’m having lunches.
I’m playing golf. (Or trying.)
I’m listening to stories and getting to know the community I’m now fortunate to call home.
Because I believe something pretty simple:
Relationships come before meetings.
At Patterson Andrews, that’s also how we approach financial planning.
Before I talk about investments, I want to understand the person sitting across from me.
Where are you today?
Where do you want to go?
What does your life look like right now?
What might change in the next year, five years, ten years—and eventually, retirement?
Those answers matter.
The Person before the Plan.
A financial plan shouldn’t begin with a portfolio or a retirement projection. It should begin with understanding you.
My goal is to meet you where you are and help you get where you want to go—with a plan built around your life, your goals, and the things that matter most to you.
Because before I can plan for your future, I need to know you.
If you’re in Auburn and we haven’t met yet, let’s change that. Grab a Byron’s biscuit with me. Or a burger at Niffer’s... Or is there some other fantastic food we need to try I don’t know about yet?
I’m here for it and looking forward to every opportunity to learn more about our new home and the people who live here.