STEVE PATTERSON, SR Send email click here:
Steve Patterson, Sr. has been in the investment banking and financial services field for over 40 years. He is past president and founder of Pilot Financial Services, Inc., an N.A.S.D. broker dealer.
Steve has held several securities licenses: Series 7, 63, 24, 65. He has published numerous articles on life insurance, annuities and investments in various financial periodicals and is a recognized reliable source for other financial writers.
Steve has been featured in numerous articles in Financial Planning Magazine and other financial publications. He was a featured analyst in the flagship article on DUE DILIGENCE in the January, 1987 issue of “The Financial Planning Magazine“.
Steve testified before the North Carolina State Legislative Committee hearings on life insurance cost disclosure in May, 1979, as an expert witness for the NORTH CAROLINA CONSUMER AFFAIRS ASSOCIATION. He has a Series 65 securities license. Steve specializes in 401(k) plan design and other qualified retirement plans.
Steve is an Investment Advisor Representative and Vice President of First American National Investment Advisors Inc. an SEC Registered Investment Advisor.
Steve is the program leader for the Charlotte, NC area chapter of Project Healing Waters (Dedicated to the physical and emotional rehabilitation of disabled active military service personnel and veterans through fly fishing and fly tying education and outings.)
He resides in the city of Indian Trail, NC with Carol, his wife of 39 years.
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Dale Mowry, MBA
Dale currently employs his time with clients searching for technical solutions to their marketing concepts. During his career he facilitated hundreds of CEO’s from small to medium sized companies resolve both their financial, technical, and marketing challenges. Since the information age enables large amounts of data to become accessible to large numbers of people, there are plenty of opportunities for that information to be misunderstood. Financial services is an area which plagues most CEOs and their employees. Dale has teamed up with industry experts to help communicate solutions which work better than how most perceive retirement income could be achieved.
Dale graduated with an MBA from the Hayworth School of Business at Western Michigan University and bachelor of science degree from the University of Michigan. Career fields include research and development for General Motors and other engineering support services for domestic and international clients. Dale served in the US Army stationed in South Korea.
Dale and his wife, Deb, enjoyed raising their six children through school, college, church-life, and into their careers. Dale serves as a school board vice-president and served as VP of Deacons at his local church. He participated in a nationwide bicycle journey across the United States raising money for poverty related causes.
Dale enjoys playing golf, tennis, racquet ball, swimming, and bicycling long distances.