Patrick Lantzy CFP® , CDFA®
PJ was raised in Wisconsin and upon graduating from the University of Wisconsin-LaCrosse taught abroad in Mexico for four years. In 2007, he moved to Austin where he taught and coached at the Ann Richards School and Westlake High School. His passions for education simply transitioned to financial planning and working with clients to seek their goals and pursue their passions. He currently holds his security licenses 63, 6, and 7 through LPL financial and is also a CERTIFIED FINANCIAL PLANNER™ professional.
Outside the office, PJ spends his time with his wife, Aimee, and their four children, Julian, Maddox, Vivienne, and Cameron. When he isn’t corralling the herd or coaching a sports team you can find him in the hill country fighting a losing battle against the cedar trees.