Patman Wealth Advisors
(432) 381-6008 jodi@patmanwealthadvisors.com
I believe in helping and educating people in our community. My purpose is to make a
difference in someone's life and to help them celebrate life's milestones and weather the
challenges. I use an established process to understand what is important to you, build
strategies to help achieve your goals, and partner with you to help you stay on track.
I have spent over 20 years in the financial services industry helping families save for
their future and plan for the unexpected. I have helped guide my clients through the
markets ups and downs from its more recent peaks, and the last two decades worth of
corrections and volatility.
As your financial advisor, I can help bring order and organization to your finances and
provide investment guidance and financial planning services. I can help you put a
financial strategy in place, make wise financial decisions and hold your hand along the
way. With the resources of Kestra Financial and Fidelity Investments behind me, I am
confident that I can help you and your family reach your long-term financial goals.