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 to high-net-worth individuals, families, businesses, and entrepreneurs. She works with intention to help her clients navigate the complexities of wealth management and retirement planning by delivering strategic, client-focused financial guidance.
After earning her bachelor’s degree in finance from UNLV in 1993, Tori worked in mortgage finance and real estate before affiliating with LPL Financial in 2006. LPL Financial is the nation’s largest independent broker-dealer and known for its industry leading technology and innovation. Her clients certainly appreciate that she is not bound by proprietary products or institutional constraints, which allow her to deliver independent customized financial solutions tailored to each client’s unique goals.
Strong alliances with professionals such as CPAs, estate & business attorneys, third party pension administrators and other experts enables Tori to take a collaborative and high-level approach regarding wealth management decisions. Her financial planning process focuses on investment management and risk mitigation, retirement planning and tax strategies, business succession and multigenerational wealth transfer strategies.
Her unwavering dedication, sophisticated financial insight, and client-first philosophy have positioned her as a respected leader in the wealth management industry, making her the collaborative partner for those seeking financial clarity, security, and prosperity.