Retirement Sales Consultant
Patty Richeson joined Alerus in 2016 and has more than 20 years of financial industry experience, specializing in retirement plan services and collaborating with financial advisors across the U.S. to meet their clients’ needs. As a retirement sales consultant, Patty partners with financial advisors to develop successful retirement plan solutions for the clients and employees.
Patty holds a bachelor’s degree in business management from Iowa State University. She is a Qualified 401(k) Administrator, a Certified Plan Fiduciary Advisor, and a Qualified Pension Administrator. She is a member of the National Association of Plan Advisors and the American Society of Pension Professionals and Actuaries.
She lives with her husband, Steve, in Austin, Texas.