CHIEF FINANCIAL OFFICER, CO-FOUNDER
Castle Rock, Colorado
AREA OF EXPERTISE:
• Mergers and Acquisitions
• Financial Modeling and Budgeting
• All Things EBITDA
Eric Patton has always had an entrepreneurial spirit and his expert knowledge about our industry is an invaluable resource for the WealthSource team. As WealthSource Partners' Chief Financial Officer, Eric remains apprised of industry best practices and is focused on driving the company toward its long-term financial goals through acquisition analysis, budgeting, and capital structures.
Prior to WealthSource, Eric, co-founded Avant-Garde Advisors, one of the two firms that merged to form WealthSource Partners in 2016. In his time at Avant-Garde, Eric served as Chief Compliance Officer and Chief Financial Officer. Before Avant-Garde, Eric was a financial advisor at New England Financial, a subsidiary of MetLife.
Other ventures that Eric has been involved in include a car donation service for non-profits, an agricultural trucking company, and a business and website consulting company. He attributes some of his entrepreneurial spirit to his time at the Univerity of Wyoming, where he received a Bachelor of Science degree in Finance in 2005.
As a loving husband and father, family is important to Eric. He puts a high priority on work-life balance.
As current residents of Castle Rock, Colorado, Eric and his family enjoy frequent trips to the mountains in their fifth wheel, as well as making the trek back to his home state of Wyoming. Eric currently sits on the School Board and Finance Committee for Aspen View Academy, a charter school in Castle Rock.
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