I am currently a LPL Financial Planner at Sequoia Financial Planning. As a Financial Planner, I help clients on a variety of planning topics including investment, insurance, and retirement planning. Additionally, in this role, I lead the marketing and growth based projects. Primarily, my goal is to inform as many people as possible of the ways we can help them to pursue their unique financial goals. Before joining this team, I worked at Walgreens as a Financial Analyst in their Real Estate Finance, Supply Chain Finance, and Internal Audit divisions. Through these roles, I gained experience in corporate finance fundamentals, financial modeling, and project management. In May of 2019, I gra

Patrick Lyman
LPL Financial Planner
Sequoia Financial Planning
United States, Illinois, Mundelein
About Me
Profile Information
LPL Financial Planner
Sequoia Financial Planning
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Mundelein
Illinois
United States
Apr 29, 2025
More profiles to browse
SL
Sean Lyman
Partner
BL
Bob Lyman
Certified Financial Planner™
You Might Like
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
NC
Najib Canaan
Chief Executive Officer
Kingswood Group