About Our Wealth Manager & Financial Advisor
“I really care about doing a fantastic job.”
Lyle is a people person who cares deeply for his clients and their families. As a wealth manager and financial advisor, he has been making a difference in people’s lives since 1993 by providing a level of service that creates meaningful, long term relationships with his clients. He takes the time to understand what is truly important to his clients, from their aspirations to their goals and intentions, before integrating them into their financial plan. Because of this approach, he is able to help clients work towards financial confidence and is committed to acting in their best interest, which aims to ensure that their financial plan will continue to align with their goals.