About Us
Tony Patterson
Partner and Financial Advisor
319-675-0002
Often times, you may hear me jokingly say that I’ve been in the industry my entire life. As a youngster, I spent many nights and weekends hanging out at my father’s office as he grew his own financial strategies practice. After graduating from University of Northern Iowa with a degree in Economics and a couple years of small business management experience, I formally started in 2013 in the financial services industry.
In 2024, I formed Envision Wealth with 3 other partners. I was compelled to start Envision Wealth as I continued to work with business owners and professionals and realized a greater impact could be made in their financial world than I was previously providing. I've worked to close that gap and am more motivated than ever to help business owners with one of the biggest financial transactions of their life - exiting the business. In addition, I have obtained extensive tools to help my clients with their savings and growth.
My passion lies in helping people get what they want in the most tax-efficient, risk mitigated way. I also love to help my clients creatively plan their retirement income beyond the traditional financial 'rules of thumb' strategies. I particularly enjoy working with small business owners and manufacturing employees in Iowa and the Midwest.
I am a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planner. Each of these organizations require rigorous training for certification, on-going education, and a board of standards that enforces that I work in the best interest of those I work with.
In my personal time - I enjoy time with my wife and two daughters, playing golf, and riding my road bike or peloton. It doesn’t take much to get me into an intense board game, like Ticket to Ride or Settlers of Catan. I'm a fan of the NFL, specifically the 49ers. In addition, you will find me supporting the UNI Panthers, Iowa Hawkeyes, and Liverpool FC.
Our Relationship with First Financial Group (FFG)
Founded in Towson, MD 40 years ago, First Financial Group, became one of the largest independently-owned financial services firms in the Mid-Atlantic area. As of 2020, the combined firm has offices in eight states and a workforce of over 150 advisors and 100 full time staff.
In conjunction with the founding of Envision Wealth, we’ve formed a strategic alliance with First Financial Group (FFG), a comprehensive wealth management firm. This collaboration significantly enhances my capacity to meet the growing needs of those I currently assist and those I will serve in the future.
Lloyd Polmateer
CEO at FFG & Business Planning Consultant
Bradley Troy
Business Retirement Plan Consultant (FFG)
Matt Grace
Director of Business Solutions (FFG)