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Our History

Our History extends us the privilege to go back to 1992 when our Founder, Patty Contreras learned the craft of treating customers with top customer service in Corporate Banking.  Her career started with Home Savings of America where she held different positions learning the importance of Excellent Customer Service and all the areas of banking. Learning the different levels of how to help clients across the country has given her the edge to be different.  Taking that to further her career and expertise, she worked herself up the latter holding top administrator positions with top CEOs in the country for the next 16 yrs. in various industries such as higher education, executive compensation and asset strategies globally and lastly working for the top pubic relations firm in the country.

Sterling has expertise in 3 core areas:

  • Healthcare & Group Employee Benefits
  • Medicare/Long-term Care/Disability
  • Wealth Planning/Business Succession Planning

We work with teams of experts that brainstorm in effort to provide solutions that will be sustainable long-term.