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Brian Patterson - President
Keri Patterson, CPA - Vice President


Brian Patterson - President
Brian R. Patterson is Co-Founder and President of PWMG.  His responsibilities entail managing PWMG’s day-to-day operations, creating/maintaining relationships with our strategic alliances, and new business development.  Brian also utilizes his extensive marketing, management and leadership skills in assisting PWMG clients in achieving their personal, financial, and business global objectives. He has a diverse background of experience, training and achievements in the following areas:

  • Business Management/P&L
  • Strategic Planning
  • Key Account Management
  • Startup Operations
  • New Business Development
  • Contract Negotiations

Brian’s experience includes nine years of corporate and entrepreneurial leadership.  His comprehensive background in executive-level management and marketing, coupled with his proven ability to help small-to-midsize businesses achieve their economic objectives is a rare combination.  As an experienced problem solver whose business background ensures delivery of commitments and timetables as well as revenue generation and cost containment, he is responsible for ensuring PWMG and its clients reach their mutual goals.

Upon graduation from Morehouse College with a degree in Business Administration, Brian served as an executive at two Fortune 100 companies and co-founded two companies with Keri Patterson.  At 25 years old he became the youngest Regional Director ever for MCI WorldCom Direct, and eventually Regional Vice President.  He has negotiated hundreds of deals for small-to-midsized businesses and is proficient in achieving win-win success.  As an entrepreneur Brian successfully established and managed two telecommunications companies from conception to profitability. He created and ran various marketing and promotional campaigns and managed P&L responsibility for three business units whose annual revenues generated over 10 million dollars. Brian’s ability to research and analyze new business opportunities is an invaluable commodity for PWMG clients.

Favorite Quotes:
“Failing to plan is planning to fail.”

“Making money is a habit, unfortunately so is losing it.”

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Keri Patterson, CPA - Vice President
Keri T. Patterson is Co-founder and Vice President of Patterson Wealth Management Group, LLC, (PWMG), a fee-only financial planning and wealth advisory firm located in Atlanta, GA. As VP of PWMG, Keri oversees the following functions: tax and financial planning, auditing, contractual oversight and consulting. In this capacity she has saved her clients hundreds of thousands of dollars by creating budgets which maximize savings and investing, negotiating deals with auxiliary service providers, evaluating new and existing contractual obligations, implementing sound tax-minimization strategies, and auditing/monitoring cash flows.

Keri is a CPA, licensed in the state of Georgia and a member of the American Institute of Certified Public Accountants (AICPA) and the National Association of Black Accountants (NABA). Keri is among the elite 15% of CPAs who passed the rigorous 15 ½ hour 4 part exam in one sitting. She is also among the distinguished group of 1% of CPAs that are African American.

Keri received her BS in Finance and Accounting from SUNY Buffalo and completed post-baccalaureate work at the University of Georgia and the University of Alabama. After graduation Keri began her accounting career as an external auditor at Arthur Andersen, LLP, which at the time was the world’s largest public accounting firm. Over a 12 year accounting career, Keri has worked in management ranks of two Fortune 200 companies and was the CFO of two private startups. Keri has successfully transferred her corporate knowledge into generational wealth building and preservation strategies for high net worth individuals. As an external auditor, Keri performed financial statement, internal control and operational audits, evaluated the overall financial health of businesses, evaluated business transactions, and created cash flow analysis models for numerous publicly traded and private companies. PWMG clients are able to access her vast library of ongoing knowledge to help plan for their financial stability and that of future generations. Her main goal is to provide her clients with a financial education as well as guide them on the path of financial independence.

Favorite Quotes:

“The real measure of wealth is how much you’d be worth if you lost all your money.”

“Put not your trust in money; put your money in trusts.”

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