Prota Financial ( we're hiring! )
Adam Patten is a versatile professional with a diverse background in client relationship management, financial services, web development, and military leadership. Currently serving as a Client Relationship Manager at Prota Financial since January 2021, Adam focuses on simplifying processes and strategizing for client success. Previous experience includes roles as a Financial Associate at Thrivent, where financial clarity was emphasized, and as a Web Developer at Precision Web Design & Marketing, where Adam enhanced online presence through strategic website development. Military service in the US Army includes significant leadership positions, such as Operations Manager and Stryker Company Commander, where Adam managed substantial resources and coordinated training for large teams. Adam holds a Bachelor’s degree in Geography from the United States Military Academy at West Point and an MBA from Liberty University.
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Prota Financial ( we're hiring! )
Prota Financial is a Registered Investment Adviser founded in 2016 that offers investment advice regarding securities, insurance, and other financial services to clients. We are committed to the precept that by placing the client’s interests first, we will add value to the asset management process and earn the client’s trust and respect. We value long term relationships with our clients whom we regard as strategic partners in our business. We provide various asset management services, with an emphasis on portfolio management and financial planning. Our focus is on helping you develop and execute plans that are designed to build and preserve your wealth. Investment advisory services offered through Prota Financial, a registered investment adviser.