Patrick Lynch has 25+ years of experience in the financial services industry. Patrick is a Registered Fiduciary™ dedicated to serving the best interests of his clients.
Working with many different insurance companies over his long career, Patrick holds several important licenses in the financial industry. He holds both the Series 6 and Series 63 securities licenses; the insurance industry’s life, accident and health license and also has his long-term care certification. Patrick has helped facilitate ESOP plans, life insurance and disability income insurance policies as well as financial overviews and planning for companies. He has concentrated in recent years on retirement planning.
Born and raised in Colorado, Patrick is the proud father of three, and grandfather of one.