Broker Check

Darry E. Patterson, CLU, ChFC, RICP

President

757-595-5240

757-595-5258

sunfinancial@sunfiinc.com

Born and raised on the Virginia Peninsula, Darry entered the financial services industry in 1985 and formed Sun Financial Services, Inc. in 1994. He graduated from Christopher Newport University with a Bachelor of Arts Degree. He holds...

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Dave Scheetz

Dave Scheetz Director - Retirement Plans, TAG Advisors.  Dave serves as the Director of Retirement Plans for TAG Advisors. With over 30 years of experience in the retirement space, including managing a third party administration firm, as...

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Jason Stone

Jason Stone, AIFⓇPresident, TAG Advisors  As the President of TAG Advisors, Jason works directly with financial professionals to provide guidance on risk management, compliance, and supervision. Jason also serves as the liaison with the...

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Laurie Patterson

Office Manager/Client Services

(757) 595-5240

(757) 595-5258

sunfinancial@sunfiinc.com

After attending Christopher Newport University, Laurie successfully completed a Unit Secretary course and worked in the Intensive Care Unit at Riverside Regional Medical Center for several years. She was then recruited to work for the...
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Tag Advisors

Sun Financial Services, Inc. proudly operates within TAG Advisors, one of the largest branches at Cambridge Investment Research. Cambridge is one of the nation’s top independentBroker/Dealers, recognized in the industry for their...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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