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A Member Minute Profile with Wealth Alliance Advisory Group

Posted by: Monica Poe on Monday, August 17, 2020

Wealth Alliance was founded by President and CEO Gary Decker and Executive Vice President and CIO Mathew Catlin in 2017. The core principle of Wealth Alliance is to achieve a greater financial success with our comprehensive advisory firm coordinating all aspects of your wealth management. Our process involves everything from wealth accumulation and investment management to estate and legacy planning. We have over 150 years of experience at Wealth Alliance to guide you through the process, understand your goals and help fulfill your legacy.

 

 

Cindy Patry
Wealth Management Advisor
Wealth Alliance Advisory Group, LLC.
Website
316-221-3950
Member since April 2019

 

 

Why did you join the Chamber and what do you find most valuable about Chamber membership?
I joined the Chamber to start networking, to make new business connections and to become more involved in the Wichita community.

What is the best thing about working with businesses in the Wichita area?
“Alone, we can do so little; together, we can do so much.” -Helen Keller
I firmly believe that there is something powerful about having a strong community that supports their own local businesses from the launch phase to the maturity phase. A thriving community that sticks together keeps businesses in Wichita and attracts new businesses to Wichita.

Describe a recent success/win.
Our environment has changed drastically over the past several months. This has altered the way we think about advertising our business and how we interact with clients. I believe that keeping an innovative mindset and offering alternatives to in person meetings has allowed us to adapt to this new environment.

To what do you attribute your success?
Being a passionate person, maintaining a positive attitude and never giving up on what is important is what has led me to achieve my aspirations.

What is your favorite Chamber event, program, or service and why?
I am a new member to the Chamber, but I am looking forward to the Chamber Champions Committee and the Chamber Contacts Clubs.

What has Chamber membership brought to you and your organization?
The Chamber currently provides additional exposure to our website.

What about your organization are you most passionate?
I am passionate about taking care of people and keeping them financially successful. I feel that not everyone has the time, desire or expertise to manage their investments on their own. These are the types of individuals that see the value in my expertise.  

On a scale of 1 to 10, how strongly would you recommend Chamber membership to a colleague?
I give the Chamber a 10 for being a well-rounded organization that cares about our community and wants to offer individuals/businesses a variety of ways to get involved in our community.

What is your favorite business app?
The Guide to Markets App is my favorite app because it keeps me up to date with market insights, commentary and statistics on the market.

What is your favorite business book?
Spin Selling by Neil Rackham

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