Here to serve you.
Your story, your needs and your goals aren't exactly the same as anyone else's. Your financial strategy shouldn't be either. That's where I come in.
As a financial advisor, I am able to offer you guidance that can help you achieve your dreams and goals. I'm dedicated to providing a transparent, tailored, and knowledgeable approach to helping my clients protect and secure the financial futures for themselves and their loved ones. In addition to my experience and expertise, my clients can expect integrity and professionalism.
As a proud resident of Springfield, IL, I have a vested interest in seeing my community thrive. When working with me, I'm happy to share all the resources and information that I have available.
Personally, I'm a loving husband and father. When I'm not working with my clients, I enjoy the following hobbies: exercising and traveling. I'm also an active member of my community and regularly coach the local youth sports teams and volunteer at a local non-profit.
Now I'd like to hear your story and get started on a tailored strategy to help you reach your unique financial goals.
Lifetime Million Dollar Round Table Qualifier*
Chairman's Council (as pictured)* (2022 - 2024)
2023 and 2024 Forbes Best-In-State Top Financial Security Professionals***
*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.
**Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.
***Data provided by SHOOK®Research, LLC. Data as of 12/31/24.
Source: Forbes.com(July, 2024).
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Mark is a loving husband to his wife, Kate Patton, and father to his four children.
Mark loves to workout and do anything that involves water and boating.
Serving our clients is the number one priority at our practice. We couldn’t do that without the hard work and support of people such as Kate Patton who has been a valued member of our team. Kate's primary responsibilities are scheduling meetings and appointments, managing client communications on service issues, and supporting marketing.
If you have any questions or need information, contact them at Kate@PattonFinancialGroup.net.
Mark and Kate Patton have four children. When Kate is not running the office and tending to clients needs, she is chasing their three boys and one girl.