Broker Check
Patrick  Lyman

Patrick Lyman

Financial Planner

Patrick is the newest member of the team. Joining amidst the chaotic 2020, Patrick holds multiple securities registrations including FINRA Series 7 held through LPL Financial and Series 66 held through Sequoia Wealth Management as well as state Life & Health Insurance licenses.


Patrick graduated top of his class with a degree in Finance from the University of Illinois in Urbana-Champaign earning the coveted Bronze Tablet designation given to the top three percent each graduating class.


Patrick enjoys cycling, attending country concerts, and spending time with family and friends. He’s never too shy to discuss his love for his favorite sports teams, the Illini, White Sox, and Bears, if prompted.”