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Monthly Featured Member
Each month, at the WBE Breakfast, a Member is chosen from a drawing to be the next month's Featured Member. Our featured member for February 2008 was:
Sheryl Patterson
Certified Financial Planner, Vice President of Investments, Wedbush Morgan Securities
Sheryl Patterson, Certified Financial Planner, Vice President, Investments, began her career in the financial services industry in 1993. In 2004 she moved her practice to Wedbush Morgan Securities. Sheryl has a BS degree from Southern Oregon University and holds the CFP designation. She and her husband live in Normandy Park and enjoy showing classic cars.
She works with individual clients to craft a financial plan to help achieve financial well-being. Effectively managing your assets can be the critical key to realizing your financial goals. We can discuss your current investments, stocks and bonds, mutual funds, CDs as well as retirement plans and insurance needs, educational planning and mortgage evaluation. This could help you increase your after-tax returns and reduce risk through diversification.
Sheryl has been a member and volunteer with WBE since 1995 and is a board alum.
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