Get to know Cole Lyon

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Cole Lyon

Client Services, Investment Advisor Representative

Cole has been in client facing roles for as long as he can remember. His passion for helping others achieve their goals is what drives him day to day. Cole understands that everyone’s situation is unique and creating the right plan is more of an art than a science.

Cole graduated from Sierra Nevada University with a B.S.B.A. triple major in Marketing, Finance and Economics, and Ski Business Resort Management – yes Ski Business! He is an Investment Advisor Representative and a licensed insurance agent.

Cole likes to spend his free time traveling, free skiing, fly fishing, watching soccer and weightlifting.