Kristofer Lyons, CFP®, CWS®, ChFC®
Advisor
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.
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.
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.
150 West Dale, Suite 1
Flagstaff, AZ 86001
Phone: (928) 226-0868
kristofer.lyons@tciwealth.comStart 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.
Cornell University
Certification in Leadership EssentialsUniversity of Limerick
Study Abroad ProgramGolfing
Photography
Hiking
150 West Dale, Suite 1
Flagstaff, AZ 86001
Phone: (928) 226-0868
kristofer.lyons@tciwealth.com