Our Financial Professionals
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Forrest Patterson CLU® ChFC®
President
Forrest is a financial advisor with Bloom Financial Partners. Forrest grew up in Richardson, graduated from the University of Texas and has lived in Oak Cliff for the past 20 years. Forrest has an independent status that offers his clients the benefit of options. Rather than retrofitting a client into on ready-made solution offered by one company, he can instead offer an extensive portfolio of competitive investment products from a multiple of highly rated money managers.
Bayley Anagos
Client Relations
Bayley is an accomplished office manager and administrative assistant with a wealth of experience spanning over a decade. Her diverse career journey has seen her excel in various industries, where she has demonstrated proficiency in streamlining operations, managing schedules, and providing exceptional administrative support. Bayley’s expertise is not only defined by her professional accomplishments but also by her unwavering commitment to service and her passion for helping others.
A graduate in Marketing from the University of North Texas, Bayley brings a blend of academic knowledge and practical skills to her roles. Beyond her professional endeavors, Bayley finds fulfillment in her hobbies and interests. She is an avid reader, a music enthusiast with a soft spot for 70’s classics, and a seasoned traveler who enjoys exploring new destinations.
In addition to her professional and personal pursuits, Bayley remains actively engaged in her community, volunteering her time to support seniors and participate in philanthropic initiatives. Her dedication to making a positive impact, both in and out of the workplace, underscores her values of empathy, integrity, and service. With her exceptional skills, versatile background, and compassionate approach. Bayley is here to help with any Medicare or life insurance needs!