ALLISON LYONS, CFP®
SVP OF ADVISORY SERVICES AND LEAD ADVISOR
Allison has more than eighteen years of experience in the financial sector, including work in private wealth management and at large accounting firms. She is responsible for maintaining high quality client service and helping families make sound financial choices. Her extensive experience includes comprehensive personal financial planning, estate planning, insurance planning, and investment management
Mrs. Lyons has written and presented seminars on topics such as Risk Management, 401(k) Fiduciary Responsibility, Estate Planning, Retirement Planning, Investment Management and Asset Allocation
She earned a Bachelor of Arts Degree in Psychology at Ohio University, is a Certified Financial Planner ® (CFP®) professional, and holds Series 7 and Series 63 securities registrations, as well as her Texas Insurance License.
Allison is a member of the Firm’s Investment Committee