Financial Services Industry Career Panel - October 20, 2021
Join us on October 20, 2021 at 5:00 PM Central time as Tom Hille, Eric Lanning, and Kevin Patterson discuss careers in the financial services industry.
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Tom Hille '76
Post-graduation, Tom began his career at IBM where he worked for nearly a decade as a Marketing Representative & Market Manager. Here, Tom was an honoree of IBM’s exclusive Hundred Percent Club, reserved for salesmen who consistently meet and exceed their annual quotas. After eight and a half years at IBM, Tom decided it was time for change and joined CyCare systems as a Marketing Representative, during his three and half years at CycCare Systems, Tom was named both the Midwest salesperson of the year and Corporate Salesperson of the Year.
After finding a significant amount of success in sales, Tom attended the UW Madison Graduate School of Business and began building a personal financial services practice. Today his team of five (three advisors and two support staff) manages more than $250 million dollars in client assets and generates in excess of $2.3 million in annual revenues. Tom has been named a Five Star Wealth Manager by Milwaukee Magazine each year since its inception in 2000, one of only 29 Metro Milwaukee financial advisors named to the list each year since the inception of the award. He also has been named to the Ameriprise Financial Circle of Success multiple times, a feat few have achieved.
As a Teke, Tom has served as a board member for the Lambda Building Corporation, served as the Master of Ceremonies for the TKE Alumni Hall of Fame, and coordinated activities for the 100th celebration of Lambda.
Eric provides comprehensive wealth management grounded in long term fundamentals with adjustments for today's markets. Eric works only with a select group of individuals and families to solve their wealth management needs. Eric believes Wealth Management consists of four disciplines: 1) Investments 2) Liability Management 3) Risk Management 4) Legacy Planning. If a working relationship is developed, he can help you navigate the complexities of today's financial environment.
For nearly two decades Eric has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs and tolerance for risk.
In 1997, Eric earned a bachelor's degree in Economics from the University of Wisconsin. That same year, Eric began his career as a Financial Advisor with Morgan Stanley in Madison. He created a successful practice by addressing the specific financial needs of select individuals and families. In March of 2013, he joined Wells Fargo Advisors and successfully transitioned his thriving practice. In 2003, Eric earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification. In 2008, he earned the Certified Investment Management Analyst® (CIMA®) designation. He earned these certifications by completing an approved educational program, passing rigorous examinations and meeting stringent experience requirements. Eric's knowledge and experience allow him to offer strategies that are designed to help guide clients through even the most complex financial challenges.
Eric spends his free time with his wife, Lynn, and their daughter, Sarah. Eric loves poker, reading, sports and off-roading.
Michael Patterson is a Senior Vice President with over 40 years of experience as a Financial Advisor. As the founding member of the Patterson Group, Mike focuses on creating personalized investment portfolios that seeks maximize risk-adjusted returns and tax efficiency. He and his team believe that each client deserves an investment strategy that is tailor-made for their individual goals and needs. Although this approach takes more time and consideration, they feel it provides more value than risk-based investment portfolios where many clients are grouped together and share identical asset allocations. After all, no two clients are alike, why should their investments be exactly the same?
Mike graduated from Michigan State with his BA in Business and has lived in the Madison area for 43 years with his wife, Cathy. He had been on the Finance Council at St. Francis Xavier for 30 years and participates in the Feed the Homeless project at Grace Episcopal Church.