Pat Mickelson is an investment adviser that creates financial plans for clients. He has over 20 years of industry experience serving individual, institutional, and business clients. He is a fee-only adviser who prides himself on the ability to educate his clients, which allows them to make informed decisions for their unique situation. Pat regularly collaborates with his clients’ accountants, attorneys, and trusted advisors underscoring his client-centered approach.
Pat began his investment career as a 401(k) specialist with Merrill Lynch serving as the lead representative to the largest 401(k) plan in the country. Later, he served as a team leader with INVESCO Funds and AIM Investments. Pat won the nationally recognized Dalbar Award for outstanding service multiple times throughout his career. Since establishing his own advisory practice with Stonefield Investment Advisory in 2004, he has worked with individuals and businesses to build portfolios that meet their investment and income objectives.
Born and raised in Cedar Rapids, IA, Pat earned degrees in Marketing and Spanish from the University of Northern Iowa, and an MBA from Touro University International in Los Angeles, CA. In his free time Pat can be found running or biking trails, rock climbing, skiing, or working on and racing cars. He loves spending time with his family and friends while enjoying all Colorado has to offer. Pat also spends significant time volunteering; he is a member of the National Ski Patrol and an instructor for the National Autosport Association.