Patrick O'Hearn, CFP®
A Certified Financial Planner™ since 2005, Patrick is a member of the Kelman-Lazarov financial planning team. In his role as Support Advisor, he works closely with Marty, Keith, Sharon, and Michael. Prior to joining K-L in 2016, he worked for Paragon Bank in Memphis in progressive roles, and has more than 13 years experience in the financial services industry.
“I had a close business relationship with K-L through Paragon. Over the several years that we worked together with mutual clients, it was evident that we shared a common philosophy on building long-term personal relationships with clients and always placing the best interests of the client first,” he says.
Patrick is an active supporter of the Make-A-Wish Foundation and St. Jude Children's Research Hospital. In recent years, he volunteered with Junior Achievement at Hawkins Mill Elementary.
He earned his B.S. degree in Finance from the University of Tennessee in 2002.
Patrick enjoys spending time with friends and family. He and his wife Sue, an elementary school teacher, are the proud parents of two boys, Davis and Connor – and include their yellow lab Bella as a part of the family as well. When vacation time rolls around, they like the sun and water of the Gulf Coast beaches. An avid sports fan, Patrick cheers on the Tennessee Volunteers, Memphis Grizzlies, and Chicago Cubs.