Patty is passionate about educating clients on their insurance and retirement income options and helping them custom-fit a plan to match their lifestyle needs and goals.
She graduated from Minot State University, and tested out careers as an office manager and a medical transcriptionist before finding her niche in the insurance industry in 1999. In 2005, she found a home in Halvorson Company, where she is, among many other things, the operations manager, controller, underwriter, and retirement income specialist.
When she's not shuffling between her many hats at the office, she enjoys gardening, cooking, reading, and tending to the horses and cattle that she and her husband own.
Designations and Memberships
Insurance Licenses: AZ, ND, MN, WA
Securities Licenses: Series 6, 63, 65*
Graduate of The American Institute, Phoenix, AZ
Red River Valley Estate Planning Council - Event Coordinator/Administrative Secretary, active member
701-232-0643, ext 604
Neither LSF, LSA, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.
*Series 6 - Investment company and variable contracts representative exam; Series 63 - Uniform securities agent state law exam; Series 65 - Uniform investment adviser law exam
This site is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Lion Street Financial, LLC. and Lion Street Advisors, LLC. respectively, may only conduct business with residents of the state and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.
This internet site may provide links to other sites for your convenience in locating related information and services. Halvorson Company, Inc., Lion Street Financial, LLC., and Lion Street Advisors, LLC. do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products, or services these organizations provide. Halvorson Company, Inc., Lion Street Financial, LLC., and Lion Street Advisors, LLC. cannot make any representation or warranty as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this internet site or incorporated herein, and take no responsibility therefore. Halvorson Company, Inc., Lion Street Financial, LLC., and Lion Street Advisors, LLC. do not recommend or endorse these organizations or their products or services in any way.
Lion Street Financial, LLC. and Lion Street Advisors, LLC. are not affiliated with Halvorson Company, Inc.