Patty Bartholomew

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.