Broker Check

Our Team

TORI PATRICK

FOUNDER - PRIVATE WEALTH ADVISOR

949-204-3800

TORI@PSFGWEALTH.COM

Tori Patrick is the Founder of Progressive Strategies Financial Group, a comprehensive wealth management firm serving a diverse clientele across the United States. Tori has built a reputation for being among the most trusted advisors...
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TERESA RICHTER

DIRECTOR OF CLIENT SERVICES

ADMIN@PSFGWEALTH.COM

Teresa Richter has been a cornerstone of Progressive Strategies Financial Group since 2013, exemplifying dedication and loyalty. As the Director of Client Services, Teresa ensures that every client interaction is handled with the...
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DELANEY PATRICK

ADMINISTRATIVE & MARKETING ASSISTANT

DELANEY@PSFGWEALTH.COM

Delaney is a full-time college student studying International Business at Boise State University and serves in a leadership position for her Zeta Tau Alpha sorority. She serves as our Team Administrative & Marketing Assistant....
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