Todd Lyon, CFP®

Role: Lead Adviser

Joined WPC: 2011

Education: Graduate of the University of Dayton in 1990

Experience: Focuses on guiding clients through retirement planning, college planning and tax strategies

Family: Married to Gina 20+ years and proud father of three children: Tori, Nolan, and Zach

Activities: Avid golfer attempting to remain competitive with sons

Why I am a CFP: Thoroughly enjoy being an ally and resource to my clients while guiding them towards financial success

What You
Should Expect

Together, we will simplify the complexities in your financial picture and collaborate to create
your unique blueprint for success..