Crissi Patton

Financial Advisor

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Experience financial resources directed by your values and toward your goals.

Check the background of this investment professional on FINRA’s BrokerCheck.

Crissi Patton

Financial Advisor

Handshake

Experience financial resources directed by your values and toward your goals.

About

Crissi creates financial strategies that help clients pursue their financial goals and dreams. She works with individuals who are eager to learn about their finances and value honesty and transparency from their financial advisor. She uses her natural ability to connect with others and her desire to educate her clients as the foundation for her entire advising practice.

Crissi grew up in upstate New York. After high school, she enlisted in the United States Navy and proudly served for five years. After seeing the lack of financial education among service members in the Navy, she was convinced to make a difference through financial education. This led to her attending Old Dominion University in Norfolk, VA after completing her Navy service.

Upon her graduation from Old Dominion with a BSBA degree and a concentration in finance and entrepreneurship, Crissi transitioned to a financial advising position at North Star’s office in Durham, NC. Here, she enjoys sharing her knowledge of the financial industry with individuals who might not have access to it otherwise.

A proud mother and wife who values her family above all else, Crissi resides with her husband and daughter in her husband’s hometown of Wendell, NC. In her free time, she enjoys spending time with her family, remaining physically fit, any outdoor activity, and being active in her community. She is also dedicated to professional development, seeking out opportunities to further her knowledge of the financial industry whenever possible.

Services

  • Comprehensive fee-based financial planning
  • Retirement strategies
  • Life insurance
  • Debt management
  • Risk management

Team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Michael Sejbl
Michael Sejbl

Property and Casualty Consultant

Sean McTeague, CFP®
Sean McTeague, CFP®

Financial Planning Specialist

Contact Crissi

    Durham, NC

    5129 NC Hwy 55
    Suite 101
    Durham, NC 27713

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    Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.