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Patty Bartholomew

Licenses

Life insurance
Series 6
Series 63

Contact details

Phone: 435.227.5556
Email: patty@parsonex.com
Branch Office: Orange, CA
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Registered Representative

In 2012, I was introduced to the Dave Ramsey show and was instantly hooked. I found his clear and simple steps to financial freedom to be easy to understand and life altering. As an educator for the past 20 years, I have naturally shared my knowledge and excitement about investing with family and friends. I decided to pursue a second career with Parsonex in order to help more families reach their retirement and long-term financial goals.

My promise to my clients:

· I’m a teacher first and always. Investment success is primarily dependent on one’s behavior, rather than the actual investment. My job is to help you understand your investment options so you can make wise investing decisions.

· Working together we can create a unique financial road map that will help you fund your financial goals. It is never too late (or too early) to start investing! Wherever you are on your financial journey, I can help you get to where you want to be.

· I will be available. My commitment is to be in regular contact with you and to be available when you need me.

I live in Providence, Utah with my husband and two daughters. I am the director of Mountain West String Academy (elementary orchestra program for Cache County and Logan City School Districts) and I also teach elementary orchestra at Hillcrest Elementary at 7:00 am (yes, it’s insanely early)! I am always listening to a good audio book and the Dave Ramsey podcast. My family loves hiking, camping, fossil hunting and traveling.


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Copyright © 2007 - 2021 Parsonex Securities, Inc. All rights reserved. Member FINRA / SIPC. This site is designed for U.S. residents only. Parsonex Securities’ financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the products and services mentioned are available in every state.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of each fund. This and other important information is contained in each fund's prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. Parsonex Financial Services is the marketing name for Parsonex Securities and affiliates. Securities offered through Parsonex Securities, Inc. Member FINRA / SIPC. 8310 S. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700.

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