Allison Lyons, CFP®**

Lead Advisor
  • Allison has more than 25 years of experience in the financial advisory business. Along with financial advising, she spent the first 15 years with the Internal Revenue Code preparing client tax returns. 

  • 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

  • Is a Certified Financial Planner ® (CFP®) professional and holds Series 7 and Series 63 securities registrations, as well as her Texas Insurance License

  • Member of the Firm’s Investment Committee

  • Holds a Bachelor of Arts Degree in Psychology from Ohio University