Allison Lyons, CFP®**

Lead Advisor
  • Has more than eighteen years of experience in the financial sector, including work in private wealth management and at large accounting firms

  • Responsible for maintaining high quality client service and helping families make sound financial choices

  • Extensive experience in comprehensive personal financial planning, estate planning, insurance planning, and investment management

  • Has written and presented seminars on topics such as Risk Management, 401(k) Fiduciary Responsibility, Estate Planning, Retirement Planning, Investment Management and Asset Allocation

  • Earned a Bachelor of Arts Degree in Psychology at Ohio University

  • Is a Certified Financial Planner ® (CFP®) professional

  • Holds Series 7 and Series 63 securities registrations, as well as her Texas Insurance License

  • Member of the Firm’s Investment Committee