Kristofer Lyons, CFP®, CWS®, ChFC®
Advisor
Kristen Zaitz
Kyle Larson, CFP®
As an Advisor, it’s my role and goal to help you build a better financial life. Growing up, my family didn’t have someone to ask tough financial questions, and that’s why I’m so passionate about what I do today. I strive to be an advocate not only for my own family and friends but also for my clients and their loved ones when they face difficult financial decisions.
I bring more than a decade of experience in the financial industry, having most recently worked as a Financial Consultant for Charles Schwab. I follow a disciplined process that ensures every client receives personalized, ongoing financial guidance. Whether you’re planning for retirement, managing wealth, or investing in your future, I can help you create a strategy that aligns with your unique goals.
What brings you happiness and fulfillment in your life?
In my professional life, I find happiness in helping others achieve financial stability and contributing to my community. Outside of work, I enjoy spending time outdoors, whether it’s traveling, hiking, or camping with my wife, Erica, and our two dogs, Reilly and Finn. These moments help me appreciate both nature and the connections we share with others.
What are 3 fun facts about yourself?
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I’ve visited 16 countries and counting—I love traveling!
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I’ve hiked the Grand Canyon Rim to Rim five times, covering a total of 115 miles.
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I once had the incredible opportunity to have lunch with Warren Buffett.
Are there other charitable or social causes that are important to you?
Charitable and social causes are incredibly important to me. I believe that if I’m in a position to help others improve their circumstances, I should do so, knowing it creates a ripple effect for the greater community. I serve as the Treasurer on the Board of Directors for Defenders of Children, an organization dedicated to protecting children from abuse, and I also contribute to the Advisory Board for Sojourner Center, which supports survivors of domestic violence. Whether through time, resources or advocacy, giving back to local charities is a core value of mine.
Get in touch with Kristofer Lyons, CFP®, CWS®, ChFC®
150 West Dale, Suite 1
Flagstaff, AZ 86001
Phone: (928) 226-0868
kristofer.lyons@tciwealth.comKristofer's financial tips
Start with the end in mind. Your financial goals are as unique as you are, and your plan should reflect that. Whether you’re aiming to retire early, gift to family or charities, or travel more, the key is to define your primary goal and build your plan around it. Let’s work together to create a personalized strategy that helps you reach those milestones.
Education
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BSBA in Business Management & BSBA in Computer Information Systems -
Cornell University
Certification in Leadership Essentials -
University of Limerick
Study Abroad Program
Accreditations, Awards & Accolades
- CFP®-CERTIFIED FINANCIAL PLANNER™
- CWS®-Certified Wealth Strategies
- ChFC®-Chartered Financial Consultant
- AAMS®-Accredited Asset Management SpecialistSM
- Board Member of Defenders of Children
- Advisory Board Member of Sojourner Center
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Schwab Founders Award
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Schwab Key Contributor Award
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NAU Gold Axe
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NAU President’s Prize
Kristofer's Picks
Hobbies & INTEREST
Golfing
Photography
Hiking
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Advisor, ShareholderGet in touch with Kristofer Lyons, CFP®, CWS®, ChFC®
150 West Dale, Suite 1
Flagstaff, AZ 86001
Phone: (928) 226-0868
kristofer.lyons@tciwealth.com