Patrick Lamprey

Patrick joined Beacon in 2022 and serves as the firm’s Client Service Administrator. In his role, Patrick assists new clients in the onboarding process and handles all things administrative in nature. This includes interacting with Charles Schwab on client service-related issues, as well as assisting the tax and financial planning team.

Originally from New Hampshire, Patrick moved to Raleigh to attend N.C. State and “walk on” to the basketball team. Ultimately, after a coaching change and changes in Patrick’s circumstances, he made the move to William Peace University where he earned a B.S. in Business Management.

Patrick has experience in the real estate industry, but ultimately decided he was most interested in personal financial planning.

Patrick enjoys all things sports-related, but he especially loves basketball and soccer. He and his wife can often be found attending N.C. State sporting events rooting on the Pack!

To get to know Patrick better, listen to an interview with him on our podcast, Finance in a Flash!