I have worked in the financial services industry for thirty years helping a select group of clients build, manage, preserve and transition wealth.

 

Many families experiencing a change need someone to help guide them and help them make the choices that are right for their particular situation and their beneficiaries. I pride myself on providing customized solutions to each individual's needs. These solutions cover many potential topics, including Retirement Planning, Estate Investment Planning, Risk Management, Liability Management and Education Planning.

 

I began my career as a Financial Advisor in 1995 in Sacramento with Smith Barney. In 2013 I made the decision to move my practice to Wells Fargo Advisors to take advantage of their comprehensive array of financial solutions that I believed to be beneficial to my clients.

 
I was born in Northeastern Pennsylvania, raised in Southern California and moved to the Sacramento area in 1993.  I also spent a year of High School abroad in Saudi Arabia. Having been lucky to travel as a teenager, I continued that by traveling throughout Europe, the Far East and hiking the Inca Trail to Machu Picchu in Peru.  My favorite place to visit is our yearly trip to the North Shore of Kauai, where I ultimately hope to retire.

Away from the office, I spend my free time playing both guitar and drums. I also stay fit by cycling and snowboarding.  I have completed five Ironman Triathlons.  My favorite leisure sport to play is golf. I currently live in El Dorado Hills with my wife Molly and our Weimaraner named Luna.

CA Insurance License #0811203 Resident State: CA

Meet Bryce Pattison Financial Advisor


A proud Sacramento native and Jesuit High School alumnus, Bryce Pattison brings a unique blend of entrepreneurial spirit and financial insight to his new role at Wells Fargo Advisors. After relocating to the North Bay to launch and successfully sell an energy business in 2021, Bryce is excited to begin a new chapter focused on helping clients achieve their financial goals.

Before his entrepreneurial venture, Bryce honed his strategic and analytical skills at Deloitte Consulting, where he worked with leading organizations to solve complex business challenges and drive operational improvements. This experience gave him a strong foundation in problem-solving and client service that he now applies to wealth management.

A lifelong investor and passionate student of finance, Bryce holds a degree in Business Administration from Chico State and an MBA from Sonoma State University. He’s thrilled to bring his experience and dedication to personalized service to the Frederick Investment Group of Wells Fargo Advisors.

Outside of work, Bryce enjoys traveling with his wife Nicole, cheering on the 49ers, and spending time in the mountains. He’s also a proud dad—his son Jack is a freshman at the University of Washington, and his daughter Grace is a high school junior.

PM—09012027-5219347

CA Insurance License #4505496 Resident State: CA

Amy Loring

Financial Consultant

 

Amy has been with The Frederick Investment Group of Wells Fargo Advisors since January of 2021. Prior to joining Wells Fargo Advisors Amy worked for several other financial firms including Edward Jones, Smith Barney (Morgan Stanley), Baird and E*TRADE.

Working in the wealth management industry for 40 years, Amy has extensive experience in administrative management, client services, operations, and legal and compliance matters. She currently works on special projects and client centric initiatives for The Frederick Investment Group. Her behind-the-scenes work is integral in enabling the team to work toward providing top-notch, high-quality customer service.

Amy was born and raised in Massachusetts and after graduating with a Bachelor of Arts degree in English from the University of Massachusetts at Amherst in 1984 headed to the West Coast and has been in California ever since. Amy holds an MBA from the California State University of Sacramento. In order to better serve our clients financial needs, she has obtained all major FINRA Securities and Supervisory licenses.

When Amy is not at work, she enjoys spending time with family and friends, traveling, going to the movies, golfing and volunteering on various committees with her Homeowners Association.  Amy currently lives in Sacramento with her two feline companions and her family nearby.

 

Stephanie has been a Senior Client Associate with Frederick Investment Group of Wells Fargo Advisors for thirteen years.  Prior to working in her current role, she has held roles as Assistant Operations Manager, Cashier, and Receptionist with another Financial Firm.

 

Working in the wealth management industry for 38 years, Stephanie has extensive experience in client service and operations.  She provides all operational and administrative requests for The Frederick Investment Group.

When Stephanie is not at work, she enjoys spending time with family and friends, traveling and spending time at her cabin at Lake Almanor.