Nick Lyons

Nick Lyons is a financial planner with a wealth of experience spanning over 15 years in the banking sector, where he served as Vice President at Northwest Bank. Throughout his tenure, he held various key roles including Small Business Lender, Commercial Lender, member of the Corporate Loan Approval Team, and Branch Manager.

Transitioning into private equity for two years further enriched his understanding of financial markets and investment strategies before embarking on his current journey as a financial advisor.

Nick holds several licenses, including Series 7 and Series 66, enabling him to provide comprehensive financial advice to his clients. He is also licensed in NY Life Accident Health insurance, adding to his ability to offer holistic financial planning solutions.

Outside of his professional pursuits, Nick finds fulfillment in his role as a husband to Jen, a dedicated Nurse Practitioner, and as a father to four wonderful children - Kylie, Collin, Emma, and Liam.

An avid golfer, Nick can often be found on the golf course perfecting his swing. Additionally, he actively contributes to the community by coaching youth sports and volunteering his time to local non-profits, embodying his commitment to giving back to the place he calls home.

Born and raised in Olean, NY, Nick's deep roots in the community uniquely position him to understand the financial needs and aspirations of his clients, enabling him to provide tailored solutions and personalized guidance to help them achieve their financial goals.