Financial Planners

Financial Planners

Meet Our Financial Planners


Our Financial Planners work in close coordination with our Senior Wealth Advisors and our Associate Wealth Advisors on behalf of Albion clients. Financial Planners are engaged in the detailed aspects of the financial advising relationship. Their efforts make it possible for our clients to seamlessly envision and plan for a variety of prospective scenarios. Their contribution to the team is essential as we work to guide clients toward making a lifetime of good financial decisions.

Patrick Lundergan

Patrick Lundergan

  • Financial Planner
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