In 1985, Patricia founded Sorensen Financial Management. Since we are a small firm, we know our customers and their needs intimately. You are not just a number to us, but a valued partner. We offer you an environment where you can feel confident:

• That your money is working toward your goals effectively.
• That you can expect prompt replies from us to your directions or inquiries.
• That your wishes and opinions will be respected.
• That your needs are taken into account.
• That your investments are recommended because they are best for you.
• That you have access to unbiased research and information.