Patrick Graham

He’s on your side guiding strategy, celebrating wins, and playing the long game with precision.

• Builder mindset — turns access and ambition into opportunity.
• Connects authentically through presence, empathy, and purpose.
• Thrives in live environments where relationships are built in real time.
• Transforms mentorship into leadership, bringing clarity and forward motion to every relationship.
• Strategic communicator with a deep understanding of athlete culture and financial psychology.

• Wealth architecture planning for professionals, families, and businesses.
• Also passionate about financial planning for early career professionals.
• Financial planning for NIL collegiate, professional, and emerging athletes.
• Tax and contract literacy, legacy planning, and behavioral finance for professionals and families.

• Series 7 and Series 63 registrations held through LPL Financial and the Series 65 registration held through TSFG, LLC.
• Life and Health Insurance License, Illinois Department of Insurance.
• B.B.A. in Finance, Tippie College of Business, University of Iowa.

• Passionate about mentorship and fostering the next generation of advisors.
• Grew up under the mentorship of Jeff FeinendegenThe People Building the Future of Wealth, learning wealth through mentorship.
• Fitness and art enthusiast; balances the logic of finance with creativity and discipline.
• Lives with his dogs, reads daily, and starts his mornings with movement and intention.

• Patrick makes finance feel approachable. He listens, he relates, and he helps you see what’s possible — not just what’s practical.

• Youth mentorship, athlete education, and bridging financial literacy through sports and community outreach.

Patrick brings energy, empathy, and initiative to every conversation. He blends the discipline of a builder with the curiosity of a lifelong learner forging relationships that turn momentum into trust. He began his journey under the mentorship of Jeff FeinendegenThe People Building the Future of Wealth, first learning that great advisors are built on consistency, humility, and genuine connection. Those early lessons still shape how he leads

Now, Patrick channels that foundation into a growing specialty in comprehensive wealth planning and education. From early-career professionals to business owners and families, he helps clients turn ambition into structure and uncertainty into clarity. He’s part of a new generation of advisors redefining what full-service financial guidance looks like merging strategy, mentorship, and education so that every plan is as personal as it is practical.

Patrick thrives in live environments meetings, events, and conversations where energy and connection are immediate. He prefers shaking hands over sending links and believes financial planning is most powerful when it’s built face-to-face. His approach mirrors his values: show up, stay authentic, and build something that lasts.

When he’s not with clients, Patrick is studying market trends, training in the gym, or creating art. He finds creativity as vital to balance as data a mindset that carries through his work. With guidance from Jeff and the collaborative ecosystem of 15 Wealth, Patrick represents the next generation of advisors: disciplined, human, and endlessly curious about what’s possible when intention meets action.

If you’re ready to feel more confident about your financial future, Patrick welcomes the chance to start that conversation. ➞ 224-688-7707 or email