Sean P. Lyons, CFP, AIF

Senior Consultant

Although Sean officially joined Cornerstone in April of 2013, he and Jack have been working together for over 12 years. In fact, they've already planned Business Succession for a variety of clients, many of whom Sean had personally introduced to our firm. Seemed like a perfect fit to bring him on board as well.

Naturally, Sean will continue his work on Business Succession Planning. He will also focus heavily on Wealth Transfer Planning and draw from his years of experience with investment and retirement plan consulting.

Sean received his BS in Finance from The Pennsylvania State University. He holds a CFP® designation, is an Accredited Investment Fiduciary, and has been granted his FINRA Series 7, 63, and 65 licenses. Sean has been a regular speaker at the Center for Due Diligence, a national conference that brings industry leaders together from around the country. 

He and his fiancée have lived in the Lehigh Valley for over a decade. He enjoys reading about history, is an avid golfer, loves to travel and spend time with the family dog.

Sean truly understands Uncommon Vigilance and knows what it means to be a Steward of our clients’ wealth and businesses. We are fortunate to have officially made him one of us.

UNCOMMON WEALTH REQUIRES UNCOMMON VIGILANCE.