Patrick Loritz, BFATM, is passionate about helping clients build, protect, and simplify their financial lives through personalized planning and long-term guidance. He works closely with individuals and families to create strategies tailored to their unique goals – whether that involves buying a home, funding a child’s education, preparing for retirement, managing an inheritance, or navigating other important life decisions. Patrick believes financial planning should bring clarity and confidence, helping clients feel informed and empowered about their future.
Patrick graduated from Coastal Carolina University with a Bachelor of Science degree in Business Management. He holds FINRA Series 7 and Series 66 securities registrations, along with Life and Health Insurance certifications.
Patrick has dedicated his entire career to helping people take control of their financial futures. He began his career at Edward Jones, where he spent four years building relationships with clients, earning his licenses, and learning the financial services industry from the ground up. In 2015, he joined BMO as a Financial Advisor and continued working closely with individuals and families to develop personalized financial strategies that fit their lives – not just their portfolios.
In 2024, Patrick took the exciting step of founding his own practice in partnership with TMS Financial. Today, he focuses on building comprehensive financial plans tailored to each client’s specific goals and circumstances. His services include retirement planning, customized investment portfolio management, insurance planning, and collaborating with other professionals to help clients establish estate plans. Patrick is passionate about turning financial complexity into clarity and helping clients create better financial outcomes for themselves and their families.
Outside of work, Patrick enjoys spending quality time with his family. Whether boating, fishing, traveling, or working on projects around the house, family remains at the center of his life. He also enjoys golfing whenever possible and values the balance that family, the outdoors, and friendly competition bring to both his personal and professional life.