About Our Wealth Management Team | Financial Planning

My Philosophy

I believe in having a positive impact on the lives of those around —my family, friends, clients, and other members of the community.

My mission is to get to know and understand you; your needs, wants, and goals. I want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

I believe in thinking “out of the box” and am not afraid to challenge conventional wisdom in my approach to investing and preserving wealth. All of my energy, commitment, and efforts are focused on you, the client, and your satisfaction.

The Paul Lyon Difference

I believe my clients should never feel overwhelmed when seeking financial advice, which is why I always make sure that you know you're my #1 priority. From the first conversation with you, my goal is to make you feel comfortable in your decision to work with me. This means talking over your current financial status, helping you determine which investment options are best for you, and checking in with you often to ensure you are still comfortable with your financial planning decisions.

My site is filled with educational videos, articles, and calculators designed to help you learn more. As you search the site, give me a call regarding any questions you may have about any particular investment concepts or products.