Pat LundquistPat Lundquist
Senior Office Management

Contact Me

Pat is responsible for a variety of tasks that ensure the smooth operation of the Scottsdale office. Her responsibilities include but are not limited to client service, database organization, 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, taking road trips and caring for 15 community cats.


You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.