Collin Lyon, CFP®, ChFC

Collin brings a wealth of knowledge and a holistic approach to financial planning, guiding clients towards achieving their long-term financial goals. As a CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Consultant® (ChFC®), he is equipped to provide comprehensive financial strategies with a focus on Estate and Insurance planning. His expertise has been featured in Forbes and MSN Money, showcasing his commitment to financial literacy.

Collin is a dedicated advocate for his clients and the community. He currently serves as the Treasurer on the Beavercreek Chamber of Commerce board and actively participates in the Financial Planning Association (FPA) and the local Young Professionals Network (YPN).

Collin's passion for finance and helping others stems from his diverse background. After completing a two-year church mission and graduating with a Bachelor's degree from Arizona State University, he embarked on a successful career as a financial advisor in 2021.

Raised as a military child, Collin's global perspective fosters a deep understanding of diverse financial needs. He was raised in Germany, where he met his wife Tirsa, a former Air Force service member. Together, they enjoy traveling and raising their two young sons.

Beyond his professional pursuits, Collin maintains an active lifestyle. He is a previous World Grand Champion in martial arts and enjoys the creative outlet of pen-making. He is also a dedicated member of his church community and volunteers with local non-profit organizations.