Patrick Lane

Patrick Lane

Financial Consultant

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Phone: 313.885.9000
Fax: 313.885.9005

I help my clients organize and plan for their financial goals and objectives, offering services including retirement planning, wealth management, tax mitigation, and risk management.  I am dedicated to my clients, assisting in the creation and accomplishment of financial goals.  Outside of individual clients and privately owned businesses, I work closely with local school districts, providing retirement plans for individual teachers and staff.

I graduated from Michigan State University with a degree in Finance and currently live in Grosse Pointe, MI with my wife Jessica, a Pediatric Nurse Practitioner.