Larson Patty

You work hard for your money. Now make it work for you.

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Rothman Investment Management Larson Patty
Sheridan, WY

Serving Clients Nationwide

You work hard for your money. Now make it work for you.

Areas of Focus

  • Alternative Investments
  • Biblical Finance
  • Financial Life Planning
  • Investment Management
  • Taxes

About Me

Larson Patty started with Rothman Investment Management in September, 2021. Larson grew up in San Luis Obispo, California and attended Texas A&M for college. After graduating, he worked as an analyst and commercial banker for four years in McKinney, Texas. He currently lives in Sheridan, Wyoming with his wife, Hannah. Working at Rothman Investment Management has allowed Larson to follow his passion for finance and desire to serve others in financial planning.

Beyond his professional roles, Larson is an avid outdoorsman, enjoys trips with his wife Hannah, and is involved with several Bible studies. When Larson isn’t reading a stock report or a finance book, he can be found with a copy of Field & Stream, Calvin and Hobbes, a History, or a Mystery.

Professional Designations

  • Enrolled Agent (EA)


  • AICPA Personal Financial Planning (PFP)
  • American Institute of CPAs
  • BBB Accredited Business
  • CFA Institute
  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

Sheridan, WY, USA

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Package Offers
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management


About our Firm

After nearly a decade serving on investment teams, Jake had three goals - to move back to California's gorgeous Central Coast, to start his own business and to help clients directly as they seek to build, protect and focus their wealth to live life to the fullest. Applying the carpenter's rule of measure twice, cut once, Jake spent about ten months studying the industry and figuring out how to best add value for clients before opening for business in 2015. This study led to the belief that clients are best served by an independent, fee-based, fiduciary advisor.

Since our founding in 2015, Rothman Investment Management has helped over five dozen households with financial planning and investing. We currently have clients in California, Massachusetts, Georgia, New Hampshire, New Jersey, New York, Virginia, Iowa, Ohio, Florida, Texas and Wyoming. Our story is not about us, but about our clients.

Our mission Is to help clients build, protect and focus their wealth to live their fullest life.


Texas A&M University, Master's Degree, Financial Management | Texas A&M University, Bachelor's Degree

Hobbies and Interests

  • Board Games
  • Camping
  • Canoeing
  • Church
  • Fishing
  • Hunting
  • Reading
  • Traveling

Who We Serve

  • Baby Boomers
  • Business Owners
  • College Graduates
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Real Estate Agents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.