Bradley J Patterson, CLTC®
Financial Advisor


Patterson Financial

My Team

Team

 
Julia A Parker

Julia A Parker

Associate Financial Representative
Office 419-407-8648

Julia Parker resides in Toledo, Ohio. She received her Bachelor's degree in Finance and Business Pre-Law from Ohio University in 2010. In her spare time, she enjoys reading, gardening and spending time with her husband Travis, and kids, Colton and Emma.

Julia is the Associate Financial Representative and is responsible for answering basic client questions, processing and monitoring funding of insurance, investment and advisory account and asset transfers, preparing and processing all applications and paperwork for insurance, investment and advisory accounts, and overall office operations management.

 
Christina Watts

Christina Watts

Marketing and Business Development Director
Mobile 419-367-6770

As the Marketing and Business Development Director, Christina boosts client expansion and coordinates development projects within the business.

Christina received her Bachelor's Degree in Communication from the University of Toledo and has experience in event planning, management, and sales. Outside of the office, she loves to travel and spend time with family and friends.

 
Tyler Bennett

Tyler Bennett

Office 419-473-2270

Tyler Bennett resides in Perrysburg, Ohio. He received his bachelor’s degree in Computer Science from Bowling Green State University in 2016. In his spare time, Tyler enjoys playing video games and guitar and spending time with his wife and their two cats. He is also a purple belt in Brazilian Jiujitsu and brown belt in Judo.

As an associate financial representative for Patterson Financial, Tyler gets to put his passion for teaching and helping others achieve their goals into practice through his service to our clients. He is responsible for meeting clients, helping construct individual financial plans on a case by case basis, and helping clients to understand the best options available to them in the worlds of risk management, investments, and tax efficient retirement planning.

 
 

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