Jeffrey Patten is a graduate of Northern Illinois University in DeKalb, Illinois, where he earned his Bachelor of Science degree. He began his career in the financial services industry in 2008, a time marked by economic challenges that highlighted the importance of true holistic financial planning. This experience reinforced his belief that a comprehensive approach is essential for helping clients navigate uncertainties and build a secure financial future. Throughout his journey, Jeffrey has demonstrated his commitment to his clients by obtaining several key certifications, including Series 6, 63, and 65 licenses, as well as the Florida 2-15 license. His dedication goes beyond credentials; Jeffrey takes the time to truly understand each client’s unique financial situation and aspirations, ensuring personalized strategies that align with their long-term goals.

Jeffrey chose to join Walser Wealth because of the firm’s dedication to open, honest conversations about wealth management. At Walser Wealth, we embrace the tough discussions necessary for not only growing but also preserving wealth, providing clients with the insights and support they need to navigate their financial journeys confidently.

In 2019, Jeffrey relocated to Florida, seeking a reprieve from the long northern winters. He has since come to appreciate the year-round sunshine and warmth that the Sunshine State offers. Outside of the office, Jeffrey enjoys spending time with his wife on the beautiful beaches of Southwest Florida and exploring new destinations together. He has a passion for cooking, loves chasing after his dog, Sweetie, and remains a devoted fan of his Chicago sports teams.