Ask Joe Lyons what he enjoys most about his job and he gives a simple answer: People. From clients to coworkers, financial planning and being a Fiduciary is more than a business to Joe. He co-founded Mooney-Lyons with his childhood friend Keith, so the firm feels like family. Growing up in Rockford, IL, Joe learned to value honesty and doing the right thing. After earning his bachelor’s degree in Finance from Illinois State University in 1996, Joe dove straight into finance. He believes in providing great service, never over-promising and always delivering more than his clients expect.
Certifications
- CFP®
- CHFC®
