Emily Patton

Emily Patton

Domicile State: CO


Financial Advisor, CFBS, CMFC

Direct: 303-300-4321  Email:  epatton@financialguide.com

Emily Patton joined the financial industry in early 2009. For 14 years prior she was busy running her own family operated business and balancing family, financial and work place priorities.

It is with great passion and commitment that she uses her business back ground and expertise when working with closely held businesses. She brings a heartfelt, intuitive approach to comprehensive financial planning for affluent families managing the complex issues involved with family operated and closely held businesses.

Additionally, Emily has worked extensively with families dealing with life care planning for the individuals they love with special needs planning concerns.  Her knowledge, commitment and dedication to special needs families and the complexities faced when planning for those who will never be able to care for themselves is a top priority and hits close to home in her own family.

Helping families and business owners protect current lifestyle while planning for future goals and objectives, requires her to use a multi-faceted design process working closely with clients other advisors and professionals to help ensure all financial affairs are truly handled and carefully coordinated.

Emily holds an insurance license in Colorado and Arizona, and is securities licensed in California and Colorado.