Nick Lyon joined Lyon Wealth Management in February 2022 as a client service associate. In July of that year, he was promoted to executive assistant to the CEO.
Nick enjoys building relationships with the firm’s existing and prospective clients. He is the first point of contact for current clients—assisting with active account services, creating new accounts as their families and portfolios grow, and moving liquid funds per the instruction of the client and fiduciary/CEO. Nick also runs projects for the firm’s CEO and oversees the firm’s back office, including operations and client relationship management.
Prior to working in financial services, Nick had an eight-year career in the hospitality industry. Most recently, he served as general manager and acting sommelier at Il Davide, Ltd. in San Rafael, California.
In his free time, Nick has many hobbies. He is always entertained—whether spending time in the High Sierras, fly fishing for brook and cutthroat trout, or playing 18 at his local municipal golf course! Nick also loves to explore his family's parcel of land in Lower Lake Country, California, looking for wildlife.