Crissi Patton
Financial Advisor
Crissi Patton
Financial Advisor
About
Crissi creates financial strategies that help clients pursue their financial goals and dreams. She passionately works with military veterans, government employees, business owners, and their families who wish to learn more about their finances and value honesty and transparency in their advisor-client relationship. She uses her natural ability to connect and relate to others and her desire to be an educational resource as the foundation for her 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 her fellow service members, she was convinced to make a difference through financial education. Thus, after completing her Navy service, she attended Old Dominion University in Norfolk, VA.
Upon graduating from Old Dominion with a B.S. in business administration and a finance and entrepreneurship concentration, 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 extend her knowledge of the industry whenever possible.
Services
- Comprehensive fee-based financial planning
- Retirement strategies
- Life insurance
- Debt management
- Risk management
Team
Chase Brakke, DIA, DIF, CEPA®
Vice President of Business Owner Solutions
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.