“I believe most people have a plan of what they want to accomplish with their financial assets, but many don’t really know how to execute it. I enjoy helping people develop their plan, but I really love helping them carry out their plan.”
When Patrick Riordan, Director of Client Services and Business Development, was looking for a new opportunity in 2012, more than 25 years of work in the Omaha investment community told him Lawson Kroeker was the right choice.
After completing high school at Shattuck-St. Mary’s in Faribault, Minnesota, Patrick received a Bachelor’s degree in finance in 1984 from Creighton University in Omaha. Following the completion of his education, Patrick worked for Merrill Lynch for 27 years, where he received several honors and advancements.
Since joining Lawson Kroeker in 2012, Patrick has applied his talents to the team in several ways.
“The firm is the right size to be closer with clients and offers well-considered investment advice,” says Patrick. “We can help clients achieve their goals and objectives because decisions are made in-house from an experience and well-qualified team.”
Patrick says he “doesn’t let very much grass grow under his feet.” In his free time, he can be found at various social events, concerts and numerous sporting events. He has traveled to all 50 states. Patrick also serves on the Creighton Heider College of Business Advisory Board.
Send Patrick Riordan, Director of Client Relations and Business Development, an email: Patrick@lawsonkroeker.com