TRUSTED PROFESSIONALS. TRANSPARENT RELATIONSHIPS.
OUR TEAM
We’re a close-knit team of credentialed advisors committed to helping clients navigate complexity with clarity, discipline, and perspective.
OUR TEAM
Trusted Experts Dedicated to Your Financial Success
Our team combines decades of investment management and financial planning experience with the highest professional credentials, including CFA® and CFP®. United by a fiduciary commitment, we place your goals at the center of everything we do.

William D. Patterson
Founder

John B. Russell, CFA®
Managing Partner / Director of Investments

J. Mason Cousins, CFP®
Partner / Director of Client Planning & Operations

Blaine M. Tierney
Managing Director

Broc P. Kreitz, CFP®
Managing Director / Senior Investment Advisor

R. Worth Eskrigge
Chief Financial Officer
CLIENT TESTIMONIAL
“We’ve worked with Silverleafe for over a decade. They understand our family’s unique needs and have been instrumental in helping us preserve and grow our wealth across generations.”
“When we sold our family business, we needed guidance we could trust. Silverleafe handled everything from reinvesting the proceeds to helping us plan for future generations.”
“They understand my mindset and what it’s like to build something from the ground up and look to protect it. Their advice is grounded, never rushed, and always honest.”