David J. Lyle, CFP®
Vice President
My focus is helping people through every stage of life and every stage of wealth. Whether someone is starting a career, raising a family, growing a business, preparing for retirement, or focused on generational wealth and legacy planning, I provide personalized strategies designed to help them make confident decisions and achieve their long-term goals.
As a Vice President, I mentor new advisors to help them build the skills, confidence, and business strategies needed to succeed. Through hands on coaching, I teach advisors how to effectively present financial concepts, develop planning strategies, strengthen client relationships, and create exceptional client experiences. As advisors grow, I help them refine their personal brand, expand their influence, and build scalable practices that support long term success.
Whether working with clients or coaching advisors, my focus is the same: building meaningful relationships, creating clear strategies, and helping people achieve their goals with confidence.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.