Gary Pattengale CPA, CFP®

Wealth Manager    


What inspired you to choose wealth management as a career?

I made a lot of mistakes when I was young and wanted to learn the right way to do things. That passion of knowledge led to my wanting to help others learn and achieve success.

Why did you choose to be part of the BDF team?

It’s the passion for excellence, working with tremendous people, and doing what I know is right for clients day in and day out.

Why did you choose to get involved on the Business Owner Team?

I think my background with executive compensation and experience working with business owners, and sharing that experience, can help our clients live the full life.

What is the one thing you wish every person knew when making financial decisions?

Patience is everything – always focus on the long term and what you can control. Furthermore, understand that not everything has to be complex in order to work. Sometimes the best answer is obvious.

Who are your role models?

My grandmother and mother always encouraged me to work hard as nothing in life is handed to you. If you want something you have to earn it.