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Jeremy Patton

President, CEO & Investment Advisor

Jeremy Patton grew up in Dallas-Fort Worth and left to play football at Lindenwood University in St. Charles, Missouri. He spent years building businesses in the fitness and healthcare industries before returning home to be closer to family. Soon after, he started in the financial services industry beginning with life insurance and annuities. Now with almost two decades of experience under his belt, Jeremy uses his knowledge and experience to help clients from all walks of life steward their financial resources and create a legacy for their family.  He currently lives in Frisco, Texas, with his wife Amy and their two children.

Our Services

Life Insurance
Living Benefits
Risk Mitigation
Tax-Free Retirement Plans
Long-Term Care
Key Man Insurance
Deferred Compensation
Buy/Sell Agreements
Executive Bonuses
Business Planning
Premium Financing
Retire*Right TM
Wealth Management
Corporate Retirement
Financial Planning
Tax-Free Retirement Plans
Risk & Allocation

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.

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