Brian graduated from Eastern Illinois University in 1994 with a BS in business. Since then, Brian has been serving the financial planning needs of clients in southern Illinois and surrounding states. He started his career at The Heitner Corporation in St. Louis, Missouri. In 1998, Brian started an Investment Centers of America, Inc., office in Sparta, Illinois. His office is located in First National Bank* of Sparta. In 2017, Brian expanded his locations to better serve clients in Carlyle and the surrounding Clinton County areas. He has office hours at the First National Bank in Carlyle locations by appointment. Brian transitioned his clients to Patton Wealth Management in October 2017 as a way to offer a higher level of service and more robust solutions for his clients' financial needs. Brian takes the necessary time to get to know his clients, and starts out by preparing a financial plan to access each client's personal goals. He enjoys getting to know his clients on a personal basis to better help them reach their financial goals.
Brian grew up on a family farm in Oakdale. He has been married to his wife, Dana, since 1996. They live in Bartelso with their three children: Alexis, Jacob, and Avery. Brian enjoys spending time with his family, watching their sporting events, and helping to coach their youth sports teams. His children have all participated in sports, including basketball, volleyball, softball, baseball, and soccer. When he is not at work or at a sporting event, Brian enjoys traveling with friends and family. Some of his most memorable trips include: Scotland, Ireland, Italy, France, Spain, Hawaii, Costa Rica, and a recent trip with 16 family members to Bonita Beach, Florida. He is also active at St. Cecilia Church in Bartelso as a Eucharistic Minister and at the Sparta Rotary Club.
Brian Patton is proud to have been recognized as a Business Experience advisor for 2018—a distinction based on annual production that places him among the top 47 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
*Patton Wealth Management, First National Bank are separate and unrelated entities.
Client Services Manager
Pam Burns is the client services manager for Patton Wealth Management.
She has been with the office since 2003. Pam grew up in Red Bud, Illinois, and has an associate's degree in administrative assistance from Southwestern Illinois College. Pam is excellent at providing amazing customer service to clients. She prepares the majority of paperwork for existing and new accounts. She assists clients with the majority of their service related questions. Pam has been married to Brian Burns since 1997 and they have two beautiful daughters, Anita and Abbey. Her girls are active in volleyball, softball, and the swim team. Pam and Brian live on a farm north of Sparta, so she definitely knows how to work hard.