Our Team

Patrick Lonergan
Owner/Financial Adviser

Patrick is the founder and CEO of The Lonergan Group. The Lonergan Group is a financial practice that specializes in financial planning and wealth management through Eagle Strategies LLC and is 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 the financial services 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. 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, A Registered Investment Adviser
• Member - New York Life’s President’s Council  2013
• Presenter - Regional Estate Planning Seminar
• Registered Representative - NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency
• Member - New York Life’s Executive Council 2011,2012, 2014, 2015
• Owner, The Lonergan Group
• Agent, New York Life Insurance Company

 

Megan Peters
Director of Client Relations

Hannah Dolash
Director of Client Services

Calculators

Newsletters

  • Required Minimum Distribution Rules

    When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

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