Our Team : Patterson Financial Group | Little Rock, AR

Our Team

Dick Patterson, CLU®, ChFC®, ARPC

Richard Headshot

For more than 50 years, Dick has been helping his clients in financial, business, and estate planning. He has been affiliated with New York Life for over 50 years. He is a member agent of The Nautilus Group, an exclusive, advanced planning team for estate conservation and business continuation strategies. The Nautilus Group, a service of New York Life Insurance Company, is only open to approximately 220 of the company’s more than 10,000 agents.

Dick currently holds a Series 6, 63 and 7. He is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser and a Registered Representative with NYLIFE Securities LLC (Member FINRA/SIPC), a licensed insurance agency.

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Dick is a member of the Association for Advanced Life Underwriting (AALU). The mission for AALU is to promote, preserve and protect advanced life insurance planning for the benefit of its members, their clients, the industry and the general public. He is also a member of the Central Arkansas Estate Council, a group dedicated to ongoing education involving trust, estate, and investment issues.

Dick has earned numerous industry and company achievements, including Life Member of the Million Dollar Round Table. He has received the Lifetime Achievement Award from the Arkansas Chapter of the Society for Financial Service Professionals. He has also served as President for the Arkansas Chapter of National Association of Insurance and Financial Advisors (NAIFA) of the State of Arkansas. He was also President of the Central Arkansas Chapter of the American Society of Chartered Life Underwriters®. He was recognized as a New York Life Arkansas Associate of the Year and also was Agent of the Year.

Dick has been involved in many civic activities, including the Advisory Board for the Salvation Army and State Chairman for the March of Dimes. He has also served as President for organizations including RSVP, the Retired and Senior Volunteer Program of Central Arkansas and the High Noon Toastmasters Club. He has earned the designation of Distinguished Toastmaster and Lifetime Achievement Award. He is also an ordained Deacon in the Catholic Church.

Dick is a graduate of Bowling Green State University in Bowling Green, Ohio, with a BS in Business Administration and a concentration in Marketing. He has also completed the extensive studies necessary to earn the Chartered Life Underwriter's (CLU®), the Chartered Financial Consultant’s (ChFC®) and the Accredited Retirement Plan Consultant’s (ARPC) designations.

Dick has been married to Suzanne for 55 years. They have three children, Christopher, Jonathan, and Bethany… and 5 grandchildren.

Julie Elms | Executive Assistant

 

Julie Elms headshot

Julie started as Executive Assistant at Patterson Financial Group in March, 2022. She has worked and been in the Real Estate Finance business for over 35 years. She has also worked for an attorney for the last 10 years. She is currently studying to get her Insurance License. She has two married daughters, and four grandchildren. Julie has lived in Blytheville, Arkansas most of her life, but decided to move to Little Rock over a year ago to help her youngest daughter and her husband with twins that were born June, 2021. When she is not at work she is helping with the twins and loves her family time. She loves being part of the Patterson Group and helping our clients with their financial needs.