Stephen "Mark"​ Patton, LUTCF in

Stephen "Mark"​ Patton, LUTCF

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Financial Advisor at Eagle Strategies
📍 Springfield, Illinois, United States

Mark Patton, founder of Patton Financial Group, is a Forbes-recognized financial advisor specializing in estate planning, tax reduction, and retirement strategies. He focuses on creating personalized financial approaches for clients through his affiliations with Eagle Strategies and New York Life.

As a proud resident of Springfield, IL, Mark is a loving husband and father. Outside of work, he enjoys exercising, traveling, and is an active community member who coaches local youth sports teams and volunteers for a local non-profit.

He is a multi-year recipient of the Forbes Best-In-State Top Financial Security Professionals award for 2023 and 2024.

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Experience
19 Years
Current Role
Financial Advisor
Job Level
Junior
Location
Springfield, Illinois, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Stephen cares about

Youth Sports
He is an active member of his community in Springfield, IL, and regularly coaches local youth sports teams.
Community Volunteering
Has a vested interest in seeing his community thrive and regularly volunteers at a local non-profit organization.
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Career

Work history

1-2020
Financial Advisor
Eagle Strategies
9-2006
Registered Representative
NYLIFE Securities LLC
4-2006
Agent
New York Life Insurance Company
3-2006
Principal & Founder
Patton Financial Group
In the press

Media appearances

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Education
LUTCF
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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