Meet the team
Patty Bartholomew, CDFA®
Patty is an Advisor and Certified Divorce Financial Analyst (CDFA®), specializing in helping families navigate the financial complexities of divorce. An educator in Cache Valley for over 20 years and a teacher at heart, Patty takes time to help her clients understand their financial options, so they can make informed investment decisions. She is passionate about educating women and believes every woman should be empowered to take control of her financial future.
Prior to joining Harold Dance Investments in 2024, Patty was a financial advisor with Parsonex Financial Services. She serves on several music non-profit boards and conducts the Cache Valley New Horizons Orchestra.
Patty lives in a geodesic dome home in Providence, Utah, with her husband and two children.