Joe Patterson

Financial Planner & Shareholder @Foster & Motley, Inc

As a Certified Financial Planner (CFP®), I am a problem solver by nature. Moreover, as the son of an estate planning attorney, I learned that being there for people with integrity and consistency is an integral part of building a lasting career. That’s why I value face-to-face interaction and relationship building more than anything else. After a ten-year career with other institutions, I was drawn to Foster & Motley because of the unique approach of pairing an investment manager with a financial planner for our clients. It allows me to have more authentic conversations with clients that lead to better organized and more holistic outcomes.