Experience and Expertise to Guide You

The Advisory Group of San Francisco celebrates over 20 years of helping our clients secure their financial independence. As a pioneer in the industry, we are one of the first independent fee-only financial advice firms in the U.S. We’ve been a true fiduciary since the beginning, putting the interests of our clients above all else.

Meet your Advisory Group team:

Gregory PattersonGreg Patterson Retirement Plan Services

Greg Patterson, MBA

CEO, SENIOR ADVISOR

Lisette SmithLisette Smith

Lisette Smith, CFP®, MBA

SENIOR ADVISOR

Margaret HillerMargaret Hiller Retirement Plan Services

Margaret Hiller, CPC, CFP®

SENIOR ADVISOR

Jay Hurford JRJay Hurford Certified Financial Planner

Jay Hurford, CFP®, CIMA®, RMA®

SENIOR ADVISOR

Ryan ChavezRyan Chavez Certified Financial Planner

Ryan Chavez, CFP®

ASSOCIATE ADVISOR

Donna CastilloDonna Castillo The Advisory Group of San Francisco

Donna Castillo, FPQP®

PARAPLANNER

Kelli PallanschKelli Pallansch Retirement Plan Services

Kelli Pallansch

OPERATIONS AND CLIENT SERVICE ASSOCIATE

Roger PattersonRoger Patterson The Advisory Group of San Francisco

Roger Patterson, ChFC®

FOUNDER