Todd Lyon Email & Phone Number
Senior Financial Advisor, CFP® Professional @ MCF
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Todd Lyon Location
- Cincinnati, OH, US
Todd Lyon Work
- Senior Financial Advisor, CFP® Professional @ (February 2026 - Present)
- Wealth Advisor, CFP® Professional @ Wealth Planning Corporation (March 2011 - February 2026)
- Regional Sales Director @ (May 2008 - March 2011)
- Retirement Services District Manager @ (January 2004 - January 2008)
- Major Accounts District Manager @ (January 1999 - January 2004)
- Sales Engineer @ KMH Systems, Inc. (January 1991 - January 1999)
Todd Lyon Education
- University of Dayton
B.S. (Industrial Engineering Technology)
1986-1990
Todd Lyon Skills
- Leadership
- Strategic Financial Planning
- Management
- Team Building
- Sales Process
- Business Development
- Salesforce.com
- Retirement
- Strategic Planning
- Financial Services
- Sales Management
- Sales
Todd Lyon Summary
- Todd Lyon, based in Cincinnati, OH, US, is currently a Senior Financial Advisor, CFP® Professional at MCF. Todd Lyon brings experience from previous roles at Wealth Planning Corporation, Great-West Financial and ADP. Todd Lyon holds a 1986 - 1990 B.S. in Industrial Engineering Technology @ University of Dayton. With a robust skill set that includes Leadership, Strategic Financial Planning, Management, Team Building, Sales Process and more. Todd Lyon has 1 emails and 1 mobile phone numbers on RocketReach.
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