Patrick Lundy,<br />CFP®

Patrick Lundy,
CFP®

Senior Vice President
Branch Manager

Patrick joined Oak Ridge Financial in 2016 as a Senior Vice President in the Private Client Group.

He holds the Certified Financial Planning (CFP®) designation and focuses his professional practice on providing comprehensive wealth management services to individuals and families.

Patrick has a degree in economics with an emphasis in economic history, and has more than 30 years dedicated to financial services. His experience includes investment management, insurance and legacy planning and community education.

Married with 3 children and 6 grandchildren, he enjoys being a grandpa, old British sports cars, outdoor activities and foreign travel. Patrick has served on several non-profit organizations in the Twin Cities, most recently joining the board of the Minnesota Sinfonia.

Phone (651) 209-6758