Team Anderson was formed out of a mutual appreciation for combining the next level of care for clients in their financial journey. Both Dave and Pat are fervent believers that every client should be afforded an advisor partner that views the quality of their financial journey as important as their quantitative progress. The true measure of a successful client outcome for Team Anderson is one in which the relationship has made a difference both on the client’s financial statement, and in the client’s statements about their future.
Dave brings the unique history of having flown as a corporate pilot for 27+ years for two great Fortune 500 companies. While Dave’s skills as an aviator; focused, dedicated, disciplined and methodical serve all of his clients well, he does hold a special affinity for those who, like him, enjoy the process of planning and implementing long term goals and dreams, perhaps even successfully transitioning from the paycheck world to the business owner world.
Pat’s experience from working with not for profit organizations, and Fortune 500 financial service firms has provided him the opportunity to view the world that investors live in differently. As a consultant to other financial advisors across the country, Pat developed an understanding of the breadth of strategies that are available to investors today, but also witnessed that best client outcomes were largely a product of the advisor’s commitment to walking through the journey with them as life happens. Pat’s best days as an advisor are the ones that he knows that he has helped his clients walk away with more confidence in their future.