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
Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA & SIPC, Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice.
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
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