Working Together for Your Wellbeing

For the past 25 years in the industry, Hugh Patterson has dedicated his career to understanding his clients’ needs and helping them achieve confidence in their financial future. Hugh’s commitment is to assist clients in planning effectively using a balance sheet approach, investing wisely, and charting a realistic financial course. As financial markets evolve and life events occur-such as career changes, retirement, divorce, or loss of a loved one- your financial plan must adapt. Hugh provides customized wealth management services that evolve alongside his clients' needs, goals, and risk tolerances.

In his roles as husband, father, and Branch Manager he has gained firsthand insight into how daily life impacts financial success and challenges. Hugh’s personal and professional experiences have equipped him to help you accomplish your financial goals. His areas of investment focus include retirement planning, IRA Strategies, wealth management services, financial advisory.

Before joining Wells Fargo Advisors in 2009, Hugh spent 10 years at Smith Barney. Throughout his career, he has held various positions, including Financial Advisor, Assistant Branch Manager, and currently, Branch Manager. Hugh holds a Bachelor of Science in Finance and Marketing from Trinity University and earned the CERTIFIED FINANCIAL PLANNER® practitioner designation from the College for Financial Planning in 2005. He also currently holds FINRA Registrations: Series 7, 65, 63, 9, 10, and 3.

Hugh is happily married and is a proud father of two sons and two daughters. Outside of work, he enjoys playing golf, fishing, listening to live music, and spending quality time with his family.

With over 28 years of experience, Stephen is dedicated to providing comprehensive financial advice to individuals, families, and businesses. His focus is on designing customized portfolio strategies tailored to each clients’ unique needs and risk tolerance. Stephen believes that clear communication and ongoing education are the foundations of exceptional client relationships.

Before joining Wells Fargo Advisors in 2014, Stephen spent six years at UBS Financial Services. He holds a Bachelor’s degree in Finance from Texas A&M University, and currently holds FINRA Registrations: Series 7, 63, and 65. In addition, Stephen obtained the CERTIFIED FINANCIAL PLANNER® practitioner designation from the College for Financial Planning in 2005.

Stephen and his wife are the proud parents of Chloe and Stephen Breig, and  currently resides in Spring Branch, Texas. As a family, they are active members of Riverside Community Church. Outside of the office, Stephen enjoys playing golf, volunteering, and spending time with his family.

Diana Martinez has worked in the Financial Service industry for over 40 years and brings to the team a wealth of knowledge and experience. She is meticulous and known for her commitment to providing clients with an unsurpassed level of service.

Diana has had the privilege of knowing and working with Financial Advisors, Hugh Patterson and Stephen Breig for over 25 years and assisting them in every aspect of their commitment to the clients.

In the 40 years she has worked at a number of different Financial Service Firms. She can work anywhere in the Financial Service Industry and has chosen to work with Hugh Patterson and Stephen Breig. Trust, Dedication and Loyalty are the centerpiece of the team and how they interact with their clients.

Diana and her husband enjoy traveling and spending time with their family and five grandchildren.

Bruni Ramon is a Senior Registered Client Associate with Wells Fargo Advisors. She has been in the financial services industry since 2013. Her dedication to her work and excellent customer service has allowed her to build strong client relationships. She helps clients by making sure their day -to -day needs are handled efficiently and in a timely manner.

Bruni has been supporting Financial Advisors Stephen Breig and Hugh Patterson since 2021. She is proud to work with Stephen and Hugh as they are committed to helping their clients create their ideal financial lives based on their goals and priorities.

Outside of work, she enjoys traveling, hiking, and spending time with her family. She is married to her husband Randy, and they have two children Sarah and Daniel.
 

With over nine years of experience supporting financial advisors, Jennifer, a native Texan, is dedicated to detail and excellence. During her three years with financial advisors, Hugh Patterson and Stephen Breig, she is responsible for the marketing, website management, and organizing special events.

She brings a proactive and personable approach to her work, never missing an opportunity to help Hugh and Stephen show their appreciation to existing clients while also assisting them in connecting with new families seeking advice.

Jennifer is happily married to her best friend for 23 years. Together, they are proud parents to their two young adult children. In her free time, she loves spending time with her family and their 3 dogs: Ginger, Molly, and Maisel. Jennifer is passionate about giving back to those in need and enjoys volunteering at the local homeless shelter.