Patrick Lamprey

Patrick joined Beacon in 2022 and serves as the firm’s Financial Planning and Tax Associate. In this role, he provides strategic support to the tax and financial planning team, as well as to Beacon’s lead advisors. Patrick collaborates with new clients in developing comprehensive personal financial plans and offers technical expertise in tax compliance and planning. He is currently pursuing the CFP® certification.

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!