Patrick Lyman

Patrick has extensive experience as a financial planner where he works primarily with retirees. With his clients, he focuses on investment, risk, and cash flow management. He wants each of his clients to feel confident knowing their retirement funds, social security, and other assets are being used in accordance to what fits their lifestyles the best.

Patrick is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Life Underwriter, CLU®. He holds multiple securities registrations including FINRA Series 7 with LPL Financial and Series 66 held with Sequoia Wealth Management as well as state Life & Health Insurance licenses. Patrick is a graduate of the University of Illinois Gies College of Business where he graduated with Highest Honors (Top 3% of Graduates) with a degree in finance.

Patrick is heavily involved in his community as a board member of Carmel Catholic High School’s Investment Committee, a volunteer for the Archdiocese of Joliet’s Cursillo movement, and an active member in his parish. Patrick recently got married to his wife, Hannah, in May of 2025. He enjoys cheering on Illini basketball and football as well as his other favorite teams, the Bears and White Sox. In his free time, Patrick is an avid reader, golfer, and bowler.