Joe Lyons

Managing Partner

Joe Lyons co-founded Mooney Lyons Financial Services and is the founder of Joe Lyons, LLC. Joe has been in the finance field since 1996. He earned his Bachelor of Science from Illinois State University in December 1996 with a major in Finance. Joe is a frequent speaker at Northwestern University, DePaul University, Elmhurst College, Wheaton College, Elgin Community College, Harper College, and several Fortune 500 Companies located throughout the area. He has lectured in front of thousands on topics such as Financial Planning, Retirement Planning, Estate Planning, Risk Management, and Investment Planning.

Joe is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner, so you can be sure that he provides experienced and professional planning services. To earn the CFP® designation, Joe had to complete an approved educational program, pass a rigorous examination, and meet stringent experience requirements. Joe also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

Joe currently resides in Village of Lakewood with his wife Julie, daughter Savannah and dog Mugsy. Joe enjoys coaching local youth sports, amateur photography, boating, water sports, and skiing. He has also volunteered his time to the local school district as the chairman on the Financial Advisory Committee for District 158.

X
X