Patty Bartholomew

Financial Advisor

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 career with Parsonex in order to help more families reach their retirement and long-term financial goals. I am passionate about educating women concerning retirement and investing and I believe that every woman should be empowered to take control of her financial future.

My promise to my clients:

• I’m a teacher first and always. Investment success is primarily dependent on one’s behavior. My job is to help you understand your investment options so you can make informed investing decisions.
• Working together we can create a unique financial road map that will help you reach 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 a geodesic dome home in Providence, Utah with my husband and two daughters. Music is my thing. I am the co-director of Cache Valley New Horizons Orchestra and the executive director and board president of Cache Youth Orchestras. I love listening to a good audio book or podcast (financial, true crime and inspiring podcasts are my favorites). My family loves playing board games, making music together, hiking, camping, fossil hunting and traveling.