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Schwab Advyzon

Faithful Stewards of Your Financial Future

We approach our work with a deep sense of responsibility, dedicated to serving you with the same care and commitment we offer in service to the Lord. Every interaction is guided by love and a sincere desire to reflect His character.

Meet the Team

"A good name is more desirable than great riches; to be esteemed is better than silver or gold."

- Proverbs 22:1

Faith-Based Financial Expertise

We take a distinctive approach to wealth management by integrating faith-based principles with comprehensive financial planning.

Jeff Lyons

CFP®, AAMS®, WMS®

President

Jonathan Terry

CFP®, AAMS®

CFP®, AAMS®Vice President

Chelsea Grissom

AAMS®, WMS®

Director of Operations

Christiana Lyons

Director of Special Projects

Cole Smith

Financial Planner

Jana Bice

Client Relationship Manager

Claire Prda

Client Relationship Manager

Values-Driven Financial Guidance

We thoughtfully integrate faith-based principles with comprehensive financial planning, ensuring your financial journey reflects what matters most to you. This means going beyond traditional financial advice to offer a holistic perspective, aligning your aspirations with your personal values and guiding you on a principled path.