Meet the Team


Eric Patterson

CFP, Wealth Strategist


Eric graduated from Virginia Tech with a BS in Electrical Engineering followed by a commission in the US Air Force. After serving five years active duty, he switched to the Reserves so he could pursue his entrepreneurial passion for Real Estate. He began working in the financial industry in 2006, however, with the housing industry collapsing soon after his career change, Eric decided to attend graduate school at the University of Denver, where he received a Masters in Real Estate, Finance, and an International MBA.

It was during that time he discovered Infinite Banking. The IBC strategy changed his financial trajectory so much that he wanted to share the gift with others as an agent. By passing the certified financial planning exam, he's demonstrated his commitment level to learning both traditional financial planning methods as well as the Infinite Banking way. Eric's goal with his clients is simple-to help everyday people keep the money they earn, grow the money they keep, and leave a lasting legacy in the process.


Top Financial Books:

  • Rich Dad Poor Dad
    -Robert Kiyosaki
  • Think and Grow Rich
    -Napoleon Hill
  • The Masterkey System
    -Charles Hannel

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Favorite Quotes:

Recent Blog Posts

  • Paradigm Life

    How to keep more of your money during tax season and make tax-free withdrawals.

  • Paradigm Life

    What you don't know about the us tax system can hurt you.

  • Patrick Donohoe

    Infinite Banking Radio: Special Guest - Ken McElroy, Principal of MC Companies and Rich Dad Advisor.

  • Paradigm Life

    You can have it all: How to Enjoy the Retirement of your Dreams