Meet the Team

About Us

Put your future into focus today.

Working with Us

Edward Fitzpatrick, CFP®

Senior Vice President - Investments

Email Address

[email protected]

Phone Number

(262) 771-1252

Edward joined his father in 2000, commencing The Fitzpatrick Group. 

Edward has written investment articles and hosted seminars on investment planning, including Market Outlook for a Post Pandemic World and Best Practices for Investment Committees. 

Edward serves on the board of directors for Seventh Generation Interfaith (SGI) in Milwaukee, a coalition of values-driven institutional investors who seek to align their investments with their mission. Edward is a former President of the Racine-Kenosha Estate Planning Council and a board member of a racial equality committee in Chicago.

Edward is a CERTIFIED FINANCIAL PLANNER® professional and a graduate of Villanova University.

John Fitzpatrick

Financial Advisor

Email Address

[email protected]

Phone Number

(262) 771-1250

John has over fifty years of investment experience, and has written investment articles and taught classes on the topic. 

John is a charter member of the Investment Management Consultants Association and played an integral role in the launch of the Socially Responsible Investing (SRI) movement. He is a graduate of Xavier University.

Andrew Fitzpatrick, CFA®

Financial Advisor

Email Address

[email protected]

Phone Number

(262) 771-1251

Andrew has twenty-four years of investment experience and joined the team in 2013. He had previously worked for J.P. Morgan for fourteen years and Hinsdale Associates, a boutique investment firm. 

Andrew has been quoted in CNBC, WBBM Radio, Barron’s, and the Wall Street Journal. He is a member of the Interfaith Coalition for Corporate Responsibility (ICCR). Andrew earned an undergraduate degree from Villanova University, an M.B.A. from DePaul University, and is a CFA charter holder.

Andrew and his wife, Lynne, have two sons, Nolan and Brendan. He coaches youth basketball and baseball and enjoys playing golf.

CA Insurance Producer License #0J17229. Resident State IL

By Appointment Only

The Fitzpatrick Group

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