Growing up in Columbus, IN with a mom as an accountant and a father who started and ran his own business, it seemed natural that I would become a financial advisor. My parents taught me from a very early age how to work hard, be disciplined and the value of a hard-earned dollar.
After graduating from DePauw University, I began to apply those lessons while working at the Edward Jones Home Office in St. Louis, MO. After four years of training financial advisors, helping launch new investment platforms and traveling the country to support branches, I decided it was time for me to sit on the other side of the desk and serve clients.
My family and I moved to Indianapolis nine years ago. We put down our roots in the Meridian Kessler neighborhood as I opened my office at 52nd and College Ave. My branch office administrator, Gail, partnered with me six months later. We have worked together to deliver excellent service to the clients in our community ever since.
I use an established process to understand what matters most to our clients and then develop and implement personalized strategies to partner together to help them grow, protect and distribute their wealth throughout their lifetimes.
We always strive to exceed their expectations by helping them feel fully understood, informed, in-control, secure and confident about their most important financial goals.
In addition to serving clients, I enjoy giving back to the community through a variety of roles including: chairing Immaculate Heart of Mary’s Oktoberfest Committee; planning and organizing the Penrod Arts Fair; serving as chair of the Business Committee for the Meridian Kessler Neighborhood Association; and supporting the training of Edward Jones financial advisors through regional leadership.
When I am not serving clients or the community, I enjoy watching my children play sports, coaching basketball, running and traveling whenever possible.
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Community Outreach
- Coaching Sports
- Personal Fitness
Phone NumberPatrick M Lane at (317) 737-1695
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