Who we are
Located in the heart of Valparaiso, Indiana, Patten Financial Group is a Wealth Management firm dedicated to making a meaningful difference in their client's financial lives throughout Northwest Indiana and the Greater Chicagoland area. With a staunch belief that their client's interests should prevail above all else, Patten Financial challenges the conventional financial firm culture by prioritizing transparency, ethical conduct, and unwavering advocacy for their clients. Trusting Patten Financial to guide you on your financial journey opens the door to customized financial strategies, prudent investment management, and comprehensive financial advice, paving the way for long-term success and peace of mind.
what set’s us apart
We are a Fiduciary!
What is a Fiduciary?
A Fiduciary is a financial advisor that is required to act in the best interest of their client. The minimum level of care you should look for when choosing a financial advisor to work with should be a Fiduciary. There are various other aspects that make working with a Fiduciary important including:
-They avoid conflicts of interest & disclose anything that may lead to a conflict of interest with their clients.
-They do their best to ensure the advice they provide is accurate and thorough.
-They put their client’s interest above their own.
Make sure you are working with a Fiduciary!
Our Commitment to you
Clarity
We educate you about your current financial situation, analyze it, and offer clear, concise solutions tailored to your financial goals. Transparency is key—you will always know what is in your portfolio and the associated costs. If you don’t fully understand, we haven’t done our job.
Confidence
Understanding your financial plan builds confidence. We walk you through each part of the plan, explaining how it all works together as part of a holistic approach. By actively managing your portfolio, we make necessary adjustments to ensure we are always working towards your goals.
Communication
Regular communication is essential. We believe in meeting at least quarterly and maintaining an open line of communication to adjust your plan as life changes. We provide ongoing resources and updates about the economy and financial markets, ensuring you are always informed.
Meet the Team
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Aaron Patten | President | Advisor | Investment Advisor Representative
Aaron Patten is a licensed Investment Advisor Representative with over eight years of experience in the financial services industry. Specializing in financial and retirement planning, Aaron focuses on fixed solutions through life insurance and annuities. His role in working with financial advisors across the country teaching them how insurance products fit in the holistic approach to financial planning provided valuable insights to the financial advising world. His unique career path gives him a distinct advantage in understanding the holistic financial picture, allowing him to create comprehensive financial plans tailored to his clients’ needs.
Aaron believes in the power of education. “I see myself as more of an educator,” he says. “I am passionate about educating my clients on solutions that lead to better outcomes. My role as an Advisor is to look at the entire financial picture, understand each client’s goals and objectives, and provide unbiased, accurate, and clear solutions to help them achieve their financial goals.”
A dedicated sports fan, Aaron loves college football and basketball. Growing up in Ohio, he is an avid supporter of the Ohio State Buckeyes, Cincinnati Bengals, and Cincinnati Reds. In his free time, Aaron enjoys golfing, playing softball, and spending time on the lake during the summer. He values family time, attending his niece and nephews’ sporting events, networking, and spending weekends in Chicago. Aaron is also an active member of Calvary Church in Valparaiso, where he serves on the parking team.
Aaron has been a resident of Valparaiso since 1999, after relocating from East Liverpool, Ohio. He holds a Bachelor of Business Administration degree with a concentration in Finance and a minor in Economics from Saint Joseph’s College, where he also played football as a kicker and punter for the Pumas.
For personalized risk management solutions, financial planning, and investment advice, contact Aaron Patten today. Whether you’re looking for financial planning, retirement planning, life insurance solutions, or comprehensive financial advice, Aaron is here to help you achieve your financial goals.
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Kerry Disinger | Risk Management Specialist | Independent Insurance Agent
As a Licensed Insurance agent with two decades of dedicated service, she is passionate about driving success through integrity and ethical standards. Kerry believes in a transparent, and holistic approach to business that fosters trust and collaboration, allowing clients to feel confident in their decisions. She believes that honesty is the foundation of every meaningful relationship, and she is there to guide you with professionalism and care.
Rooted in the vibrant culture of Chicago, Kerry is a devoted wife and mother of three. Her heart belongs to the Notre Dame Fighting Irish, along with the Bears and Cubs, as she revels in the excitement of each game day. An enthusiastic dancer at heart, you can often find her at a live music concert, soaking in the melodies of life. Above all, her family is her greatest treasure, inspiring her to embrace every moment with joy and shared laughter.
Kerry has a Life, Health, Accident, Property, and Casualty License. She holds an Associate’s degree in Business Administration, with a minor in Marketing, from Ivy Tech State College.
Whether you’re looking for insurance planning, retirement planning, Medicare planning, Kerry is here to help you achieve your financial goals.
Contact us
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