Faithful Stewards of Your Financial Future

As President, Jeff provides visionary leadership for Lyons Capital Group, blending his faith-based principles with a deep commitment to client well-being. Having entered the financial services industry with Morgan Keegan in 2010 (later becoming Raymond James), Jeff offers comprehensive guidance in private client management, investment strategies, retirement planning for individuals and businesses, life insurance, education funding, and estate planning. His pursuit of excellence is underscored by his attainment of the Certified Financial Planner® (CFP®) designation in 2016, along with the AAMS® and WMS designations. Jeff’s industry recognition includes multiple listings in Forbes’ “Best-in-State Top Wealth Advisors,”  “Best-In-State Top Next-Gen Wealth Advisors” and “America’s Top Next-Gen Wealth Advisors” rankings, as well as being named in Raymond James’ “40 Under 40” in 2018 and 2019. Jeff holds a Bachelor’s in Business Administration from Louisiana State University in Shreveport. Beyond his professional endeavors, Jeff is deeply involved in his faith and cherishes time spent with his wife, Christiana, and their three children: Addie, Annabelle, and Judah. He loves to play golf and maintains an active lifestyle.

As Vice President, Jonathan plays a vital role in supporting the advisory team. He actively participates in financial planning meetings, diligently documenting discussions and contributing to the creation of tailored financial plans and investment strategies. Jonathan is known for a strong work ethic, natural ability to build and deepen client relationships, and passion for creating personalized experiences. Jonathan holds the AAMS® designation and is actively pursuing his CFP®. He graduated from Louisiana State University in Shreveport with a Bachelor’s in Finance. Outside of his professional life, Jonathan cherishes time with his wife Kaylie and their dog Daisy, and they eagerly anticipate the arrival of their first child. His personal interests include disc golf, archery, and fishing. 

As Director of Operations, Chelsea is the central hub for all administrative functions, ensuring a seamless experience for clients. From account openings and money transfers to navigating complex processes like job changes and elder care, she is the go-to person for operational needs. Chelsea’s key contributions lie in her exceptional organizational skills, her proactive approach to time-sensitive tasks, and her unwavering commitment to accuracy and problem-solving. She prides herself on providing top-notch customer service, fostering strong client relationships through calm, friendly, and efficient communication. Chelsea holds the Series 7 and 66 licenses, the WMS and AAMS designations, and is a Notary for the State of Louisiana. While she attended Louisiana Tech University, much of her expertise has been gained through her diverse career. Outside of work, Chelsea enjoys spending time with her large, blended family, her rescue dogs, gardening, cooking, reading, and traveling, with a dream of exploring her Scottish heritage. 

As Client Relationship Manager, Jana is the welcoming first point of contact for Lyons Capital Group clients, ensuring a positive and helpful experience both in person and over the phone. Jana provides exceptional service, ensuring clients feel valued and well-cared for. Her strong communication skills, active listening, and meticulous attention to detail are instrumental in building solid client relationships. With 20 years of experience in the financial industry, including roles as a financial assistant, wire operator, cashier, receptionist, and administrative assistant, Jana brings a well-rounded understanding to her client service role. Outside of work, Jana has been married to her husband and best friend, Mike, for 37 years. They have two children and three grandchildren, and she treasures being involved in their lives. Jana and Mike share a love for the outdoors, with RV camping—affectionately known as their “happy place”—being their favorite way to relax and make memories together. 

As Director of Special Projects, Christiana focuses on creating and executing unique initiatives for both clients and the Lyons Capital Group team, including special events, holiday celebrations, gatherings, and thoughtful gifts. Her strengths lie in her organizational skills and her passion for expressing appreciation and building relationships. Inspired by watching her husband, Jeff, build meaningful connections in the financial world, Christiana is excited to contribute to the team and foster stronger client relationships. Prior to joining Lyons Capital Group, Christiana worked as a registered nurse for eight years, where she developed strong interpersonal skills and a deep sense of caring for others. She holds a Bachelor of Science in Nursing from the University of Louisiana at Lafayette and maintains her Louisiana State Board of Nursing Licensure. Outside of work, Christiana cherishes spending time with her husband and their three children: Addison, Annabelle, and Judah. Their family life is centered around their faith and making memories together.