Meet The Staff
Aaron Patten
President | Financial Advisor | Investment Advisor Representative
About Aaron Patten
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’s Approach
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.”
Personal Interests
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.
Background and Education
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.
Contact Aaron Patten
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.
Kerry Disinger
Risk Management Specialist | Independent Insurance Agent
About Kerry Disinger
As a Licensed Insurnance agent with two decades of dedicated service, she is passionate about driving success through integrity and ethical standards. Kerry believes in a transparent, and holistich 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.
Personal Interests
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.
Background and Education
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.
Contact Kerry Disinger
Whether you’re looking for insurance planning, retirement planning, Medicare planning, Kerry is here to help you achieve your financial goals.