Carson Patten

Carson is a graduate of Michigan State University’s Eli Broad College of Business, where he earned a degree in Finance with a minor in Financial Planning and Wealth Management. His academic coursework satisfied the education requirements to sit for the CFP® exam, and he is currently working toward obtaining his licenses, including the Series 7 and Series 66. Carson plans to pursue the CFP® designation and build a long-term career as a financial advisor.

Outside of work, Carson follows Michigan State athletics, cheers on the Detroit Lions, and plays golf whenever Michigan weather allows. He also enjoys traveling, spending time outdoors, and is always ready to explore new places.