Pat Lyman


Patrick is the President of Compass Financial Solutions, Inc., an independent insurance and investment consulting firm. He is a graduate of Fairfield University and holds several professional designations. He is a Certified Senior Advisor, which was bestowed on him for completing an extensive educational program focusing exclusively on issues of financial importance to seniors.

Patrick is now officially a member of Honorable Order of the Kentucky Colonels, a charitable and philanthropic institution founded in 1813. The organization is focused on contributing to various charities and relief organizations throughout the United States. The membership is lifelong and over the years celebrities such as Bing Crosby, Jerry Lewis and Will Rogers have been members.

Patrick is also member of the American Society of Financial Services Professionals, the International Association of Registered Financial Consultants and the American Society of Certified Senior Advisors, as well as a life and qualifying member of the Million Dollar Roundtable, the premier sales organization within the financial services industry.

Patrick currently resides in Drexel Hill, Delaware County. He is married with three children and has been active in a variety of civic and volunteer groups in the community.

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Pat Lyman

CEO / Founder

Michael Rafferty

Managing Associate

Brendon Murphy

Managing Associate