Patrick Lundergan, CFP®
Senior Wealth Advisor
Patrick is a highly experienced financial professional with over a decade of advisory experience from multiple firms. Prior to joining Albion, he served as an advisor at a broker-dealer and insurance company, thereby gaining a deeper appreciation for the opportunity to work with a fee-only and client-focused team at Albion.
Patrick takes pride in taking on challenging financial planning projects and enjoys genuinely immersing himself in his clients’ lives. Helping clients achieve their goals through a fiduciary approach is the most gratifying aspect of his finance career. He places significant value on continuous learning and personal development and continually strives to improve his skills and knowledge base.
Outside of his financial planning work, Patrick indulges in various activities, including golfing, reading, running in the mountains, and traveling with his wife.
Certificate in Blockchain and Digital Assets®
Member of NAPFA
Bachelor of Science in Finance, University of Utah