Helping you grow more than wealth

Above all, I'm here to help.

I work in partnership with you to plan and build your financial future. To me, this means helping you:

Get organized.

I help my clients identify their financial life goals. I then gather all of your financial information and construct a wealth plan. This wealth plan is your roadmap to financial success.

Make informed decisions.

I believe financial decisions should be based on facts, not opinions. Too often emotions overwhelm rational investment decision making. The average investor for instance, underperforms the very investments he or she owns. I help our clients bridge this performance gap and overcome their behavioral biases.

Stay accountable.

I help you follow through on your financial commitments. Following the initial planning meeting we will continue to meet on a regular basis. After each financial review meeting you will know whether you’re on track to reach your goals or if adjustments need to be made.

Be proactive.

I work with you to anticipate your life transitions so that you can be financially prepared for them.

Obtain the financial education you need.

In order to make decisions with confidence it’s important to have a sufficient understanding of the matter at hand. When difficult financial decisions arise, I am here to provide the specific knowledge you need to proceed with confidence.

Proud to be a national award-winning advisor

I am very proud to be recognized as a recipient of the following awards:

  • Financial Planning's Top 40 Regional Brokers Under 40 - 2022
  • Forbes Top Next Gen Wealth Advisor - 2023, 2022 
  • Forbes Best-In-State Wealth Advisor - 2023

Patty, RJ, and Brigette

Learn more about us.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Disclosures

The 2022 Financial Planning "Top 40 Brokers Under 40" and "Top 40 Regional Brokers Under 40" award was announced February 2022. Data as of 9/30/21. Financial Planning annually ranks the industry’s top producers under 40. Nominations were received from advisors and managers and ranked according to production totals. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

The 2022 "Forbes Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State" award was announced August 2022. Data as of 3/31/2022. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2023 Forbes "Best-In-State Wealth Advisors" award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2023 "Forbes Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State" award was announced August 2023. Data as of 3/31/2023. SHOOK considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

RJ Paquet is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, KS, MA, NC, NE, NJ, OK, TN, TX, UT, VA, WA.