Amy Patton

Director of Operations & Marketing

Amy Patton grew up in a two-stoplight town in Southeast Texas before heading off to college at Baylor University in Waco. After graduating with a degree in communications, she worked in special events, marketing and fundraising for a number of non-profit organizations, including St. Jude Children’s Research Hospital. After marrying Jeremy in 2008, they joined forces to build a different kind of financial services organization. They visualized a boutique firm that specializes in building client-centric strategies to achieve financial freedom. She loves what they are building and the families they get to serve. In her current role, she supports the team and manages the daily operations of the business.

Our Services

Insurance for Families
Insurance for Businesses
Investment Management

Our Team

The Libertas Financial Advisors team brings a personalized experience to every single client interaction. With combined decades of experience in financial services, we understand that this is a relationship-based industry, and our client-first approach was designed to help educate you as well as empower you to achieve your goals. We look forward to the opportunity to show you how we can help you find financial security and growth opportunity.

We look forward to serving your family for generations.