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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Andrew Patterson

Senior Vice President

Andrew Patterson

Senior Vice President

Location: Downtown Pittsburgh - Corporate Headquarters
Phone: (412) 434-0990 x 1551

Andrew is the senior member of The Patterson Group with over 25 years experience at Hefren-Tillotson. Together with partner Drew Aufderheide, Andrew takes a holistic approach helping clients meet their personal investment goals and assure their long-term financial security. Through Hefren-Tillotson's MASTERPLAN process, Andrew and Drew provide comprehensive financial planning and investment management to individuals, families, small businesses and retirement plans.

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EDUCATION AND EXPERIENCE:

  • B.S Financial Management | Grove City College | Cum Laude
  • 7-time recipient 5-Star Wealth Manager Award | 2010-2016
  • "Ask the Advisor" contributor on KDKA radio's "Your Money and You"
  • Regular market commentator on drive time KDKA radio (AM 1020)

PROFESSIONAL ACTIVITIES:

  • House Committee | Wildwood Golf Club
  • Past President | Hiland Corporation
  • Past Elder | Hiland Presbyterian Church
  • Former Head of Stewardship and Finance Committee | Hiland Presbyterian Church
  • Past Treasurer | Travelers Aid | United Way agency
  • Past Board Member "Lizzy Golf Outing | CDLS Foundation

In his free time, Andrew enjoys cooking, gardening, skiing, fly fishing, and golf. A devoted family man, Andrew and his wife Kimberly make their home in Hampton Township and are the proud parents of two sons, Ian and Luke.

Andrew is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.

Click the background of this investment professional on FINRA's BrokerCheck.

The Patterson Group

Andrew AufderheideNelly Gillespie
Teresa DavisAndrew Patterson
Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.