advisor

Larson Patty, CFP®, EA, CKA®

advisor

Financial Advisor

Rothman Investment Management

Areas of Concentration

Charitable Giving

Comprehensive Financial Planning

Investment Management

Retirement Planning

Investment Planning

Retirement Income Management

Wealth Management

Faith Based Investing

Description

Larson Patty started with Rothman Investment Management in September, 2021. Larson grew up in San Luis Obispo, California and attended Texas A&M for college. After graduating, he worked as an analyst and commercial banker for four years in McKinney, Texas. He currently lives in Sheridan, Wyoming with his wife, Hannah. Working at Rothman Investment Management has allowed Larson to follow his passion for finance and desire to serve others.
Licensed in these states: CA, TX, WY

Office Location

Rothman Investment Management

P.O. Box 3018

Sheridan, WY 82801

Rothman Investment Management

9700 El Camino Real

Atascadero, CA 93422

Rothman Investment Management

740 Decker Rd

Sheridan, WY 82801

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