Gregg Patenaude
President
Gregg began his career in the financial services industry in 2000 as a financial advisor with Edward Jones Investments. He founded Patenaude Wealth Management, Inc. in 2008 as a firm that specializes in providing financial strategies and superior service to high-net-worth individuals. He believes in providing independent, objective, and honest advice tailored to each individual’s needs and goals. Gregg is an investment advisor representative with LPL Financial, the nation’s largest independent broker/dealer.*
Gregg grew up in New England and moved to San Diego following graduation from the University of Vermont where he earned a Bachelor’s Degree in Business Administration with a concentration in finance. He also studied International Business at the University of Queensland in Australia. Gregg holds series 7, 24, 63 and 66 registrations through LPL Financial.
Gregg lives in San Diego with his wife, Danette, and children Dominik, Noah, and Sofia. In his free time, he enjoys travel, golf, sports, and spending time with family. He is an avid New York Mets fan and has visited more than 30 countries.
Nick Hillman
Nick began his career in the financial services industry in 2003 as a financial advisor with Tax & Financial Group. He joined LPL Financial in 2006 and held various roles in management across all aspects of the industry helping financial advisors and individual clients thrive. He joined Patenaude Wealth Management in 2026 where he specializes in providing independent and honest advice while offering superior service to high-net-worth individuals.
Nick earned his Bachelor of Science degree in Management Science from the University of California at San Diego. He holds the FINRA Series 7 and 66 registrations (held through LPL Financial), Life & Health Insurance licenses, as well as the Certified Financial Planner (CFP®) designation.
Nick lives in San Diego with his wife Jessica, and children Leanne, Travis, and Saralyn. He has a competitive spirit and always enjoys a challenge. Nick has completed marathons, triathlons, and several 150-mile bike rides in support of MS research. He also enjoys spending quality time with family, exercise, and traveling.
Bernie Marie Locsin
Bernie Marie is originally from Pennsylvania where she earned her Bachelor’s Degree in Business Management from Indiana University of Pennsylvania. After graduating, she spent nine years at the University of Pittsburgh Medical Center in various managerial roles. She then relocated to San Diego, where she tapped into Real Estate, before owning and operating a promotional products business with her husband, then pivoting into Financial Services by joining Patenaude Wealth Management in 2015. She takes pride in providing exceptional service as a Client Relationship Manager to the many wonderful clients of Patenaude Wealth.
2026 Outlook: The Policy Engine
In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy influence and market momentum have become significantly more impactful in shaping market trends, often overshadowing underlying economic performance…