Deliver Positive Impact, With Purpose!
Echo Wealth Planning
Lee H. Patterson Jr
Founder & Wealth Management Advisor|CLTC®, CLU®, ChFC®
The decisions that we make today will be echoed through the generations that follow.
About Lee
Born in Queens, New York – Love the Giants and the Knicks!
I am the oldest of 4 boys and have 3 kiddos (Tre - 13, Nali – 10 & Elias – 8). We love hiking, exploring and having fun together. I went to the University of Arizona (Bear Down!) where I played football for 4 years.
I double majored in Business Management and Marketing. I did not have the fastest start, but had a ton of high activity. In my second year, I was Top 50 in the company for Silver. I became a College Unit Director (CUD) in my 7th month in the career and fell in love with leadership (my managing partner thought I should coach at the office instead of on the football field). Our Internship program (Team ASU) was #1 in the company the next year. I went on to be a Field Director and Recruiting Field Director before becoming the District Director (DD) here in PHX. I took a 9 month leave from leadership when my mother was sick and eventually passed away. I have been in the 100 lives club 10 of my 15 years in the business (1st year no lives club and 75 lives club a couple of other years). I accomplished MDRT the past 9 years, hit Lives Leaders’ Summit the first 2 years as a DD and hit the OARS award my first year as a DD.
Associations and Memberships
Camelback Society
This association prides its self on building leadership and influencing the Phoenix marketplace.
Years of Experience
Representing Northwestern Mutual since 2004
Education
Bachelor of Science in Business Administration (Business Management and Marketing) from the University of Arizona
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
