Patrick Hillman is passionate about assisting his client’s long term financial goals and ensuring that they have a successful retirement journey. He aims to achieve this by co-creating a plan designed to eliminate common missteps clients might make along the way.
When he isn’t helping clients, his focus is on his family, community, and travel. He and his wife, Jenna, have lived Berkley, MI for six years. He is super excited to announce they’re expecting twins this August and are blessed to be first time parents in 2025. If he’s out of office in the winter he’ll be downhill skiing and, in the summer, he enjoys hiking, boating, and golfing for recreation with his wife and friends. On a recent vacation to Hawaii, he and Jenna tried surfing on Waikiki Beach, cage dive and snorkeling with Galapagos sharks, and riding horses near Diamond Head. They are avid fans of the metro Detroit professional teams and love to travel to away games, as schedule permits. As a house divided, Patrick cheers for the Michigan State Spartans and Jenna, her Michigan Wolverines.
Patrick has more than 15 years of experience in the financial and insurance services industry. Prior to joining LPL he previously worked for Wells Fargo Advisors, Charles Schwab, and Fidelity Investments. Following in his grandfather and father’s footsteps he’s a third generation Spartan, graduating from Michigan State University’s Eli Broad College of Business with a Bachelor of Business Administration degree.
He currently holds a Series 7 and Series 66 registrations through LPL Financial. He also has a Life, Accident, Health, and Variable Annuities license with the State of Michigan. He focuses on getting to know his clients, understanding what is most important to them. Patrick takes pride in working with clients to develop individualized investment strategies in line with their tolerance for the ups and downs of the market. Each strategy is designed to work toward their financial goals while managing their fears of the future.
As a Financial Advisor, Patrick provides client investment strategy oversight, financial planning, and technology supported through LPL Financial, the largest independent broker dealer in the nation*. Financial advisors backed by LPL Financial have become a quality source of independent advice for accumulating and managed personal wealth.
*As reported by Financial Planning magazine, 1996-2023, based on total revenue.