Isaac Patterson

My first of 2 “internships”, I spent 3 months laying the groundwork and gaining a better understanding of the firm. My tasks were simple and more direct as I began, and they grew into more complex and helpful tasks for those around me. I learned a great deal within my first summer with the firm.

My second internship began in the thick of a software change. As the firm moved into MoneyGuide and away from Financial Foundations, I found myself learning, and even at times teaching the ways in which MoneyGuide could be utilized. Building off the summer before, I became more and more useful in everyday tasks with the emphasis on doing everything I could to simply be helpful at the branch.

In my third summer, I’ve found my way as more of a permanent fixture within the branch. I’ve taken on many of the same responsibilities from previous summers, but continued to build them as well. Engaging with clients on the phone, interacting with them in person, and doing more in depth research when it comes to equities, mutual funds, and other financial planning concepts. My grasp on the financial planning and my understanding of the management side has grown immensely.