Patrick Lundergan, CFP®
Patrick started in the industry April of 2012, and he brings advisor experience from multiple firms. Previously working as an advisor for a broker-dealer, he appreciates the opportunity to work with Albion and become a part of a fee-only, client focused team. He enjoys tackling tough financial planning projects, and has recently acquired the CFP® designation.
He loves truly becoming a part of his clients’ lives. Helping them attain goals using a fiduciary approach is the single most rewarding part of his career in finance. Continuous learning and personal development are also at the forefront of his priorities.
Outside of work he can be found on the golf course, skiing, or running in the mountains. Traveling with his wife and exploring their home state of Utah keeps him busy on the weekends.
Certificate in Blockchain and Digital Assets®
Bachelor of Science in Finance, University of Utah