Our Firm

Our Mission

The Lonergan Group coordinates your priorities, investments, and advisors to create new financial options to accelerate your wealth.

Patrick Lonergan
Financial Adviser* & CEO

Patrick is the founder and CEO of The Lonergan Group. The Lonergan Group is a planning and wealth management practice located in Clinton, IA. Patrick has been an entrepreneur and business owner since graduating from college in 2002. He started a successful real estate investment business with his wife, Julie in Minneapolis, and then transitioned to financial planning industry upon returning to the Clinton area. These prior experiences help Patrick understand the unique issues that business owners face dealing with the constant changes that take place both inside and outside the business operation. In addition to serving entrepreneurial minded business owners, Patrick and his team help individuals and families reach their retirement and estate planning goals.

Patrick’s wife Julie also continued on the entrepreneurial pathway owning and operating Park Vista Senior Housing Management, managing projects as owner operator in three states. When Patrick and Julie are not running their businesses they enjoy raising their three beautiful daughters, Elle, Liv, and Roe. Both Patrick and Julie are community focused living in their hometown, and serving on several community boards such as Clinton Symphony Orchestra and Mercy Hospital Foundation Board. They are also a part of the Clinton downtown improvement group, Clinton High School sports coaching, a Christian business owners group (C12), and is also hosts a men’s bible study. Patrick and his family are members of Cause Church in Clinton, IA.

• Financial Adviser, Eagle Strategies LLC
• Member, New York Life’s President’s Council
• Presenter, Regional Estate Planning Seminar
• Registered Representative, NYLIFE Securities LLC
• Member, New York Life’s Executive Council
• Owner, The Lonergan Group
• Agent, New York Life Insurance Company

Patrick Lonergan achieved Executive Council in the years 2011, 2012, 2014, and 2015. Additionally, he was a member of President’s Council in 2013.

Megan Peters
Marketing & Client Relations

Megan is the newest addition to team at The Lonergan Group, joining in May 2015. Also being new to the Financial Services Industry, her degree and prior experiences are in the Agricultural field. However, Megan’s prior positions can all be directly related to marketing including most recently, in sales, as a nutrition consultant for livestock producers. She has the ability to build and maintain strong client relationships, and will continue to do so for The Lonergan Group. Megan is also in charge of planning and coordinating client events, meetings and developing a social media network for the group. Additionally, she assists Sarah as needed providing excellent client service to clients and serves as a Certified Notary Public.

Megan and her husband, Brad, live on a diversified beef cattle and crop family farm north of Clinton, IA. Together they have one son, Corbin, and are members of the Iowa Farm Bureau and Faith Lutheran Church in Andover, IA.

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