Patrick Lundy

(763) 923-2271
plundy@oakridgefinancial.com

Patrick joined Oak Ridge Financial in 2016 as a Senior Vice President in the Private Client Group. 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 planning and community education. He holds the Certified Financial Planning (CFP®) designation and focuses his professional practice on providing comprehensive wealth management services to individuals and families.

Married with 3 children and 6 grandchildren, he enjoys being a grandpa, working on 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.

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Patrick Lundy -  Oak Ridge Financial