CoverProfile

Patrick Lyman

LPL Financial Planner

Sequoia Financial Planning

United States, Illinois, Mundelein

About Me

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

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Profile Information

LPL Financial Planner

Sequoia Financial Planning

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Mundelein

Illinois

United States

Apr 29, 2025

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