Pat Lundquist
Senior Office Management
Pat is responsible for a variety of tasks that ensure the smooth operation of the South Scottsdale office. Her responsibilities include, but are not limited to client service, insurance business maintenance, and general office management duties. A former music teacher, Pat began her career in financial services in 2001 working with All Star Financial in Minneapolis, Minnesota before spending a combined ten years at Sequoia Financial Advisors and Capital Insight Partners in the Phoenix and Scottsdale area. Prior to joining Beacon Pointe, Pat was the Administrative Coordinator for Stonegate Capital Advisors. Outside of the office, Pat enjoys hiking, biking, and taking road trips.
