You'll appreciate the difference
We don't have any gimmicks or deals for you. Just a professional, conservative, yet creative approach to helping you move towards financial security, one step at a time.
Sandy Patrick, CFP®
President and Financial Advisor
Sandy Patrick, CFP® was founded in 1999. In practice since 1984, Sandy's conservative, yet creative approach helps her clients with the important decisions in life. Her specialty is retirement planning with an emphasis on tax strategies (what you get to keep is what matters) and estate planning (let’s prevent, not create problems).
With a B.S. Degree in Business from the University of Maryland, Sandy is a CERTIFIED FINANCIAL PLANNER™ practitioner. She is a General Securities Principal (Series 24) and General Securities Representative (Series 7). She is an Investment Advisor Representative (Series 65) and is insurance licensed for life, long-term care, disability, health, and variable insurance. Using her passion for financial planning and talents as a public speaker, Sandy has been an instructor for Colorado State University - Outreach, Western Nebraska Community College, and Laramie County Community College Life Enrichment, taught financial courses all over Wyoming, and written personal finance columns for the Wyoming Tribune-Eagle Newspaper.
Sandy is married to Bob and they have one son, Brooks, a starving actor in Boston. In her spare time, Sandy coaches debate at East High School; spends time on Sanibel Island, Florida; and photographing wildlife. She has been inducted into the University of Wyoming Debate Hall of Fame and the Wyoming High School Speech and Debate Hall of Fame.
Afton began her career with Primerica Insurance, joining Sandy in 2006. Her specialty is tax planning. With a Masters of Management from the University of Mary and a Bachelor of Science degree from the University of Wyoming, Afton is a General Securities Representative (Series 7) and a Uniform Security Agent State (Series 63). She is insurance licensed for life, long-term care, disability, and health insurance. Afton enjoys spending time with husband, Aaron, daughters, Skylynn and Serenity, and active toddler, Gaius. She is an active parent at Deming-Miller Schools: volunteering, chaperoning school field trips and coaching extra-curricular activities.