View in portrait for best experience

Margaret Lyons

Senior Client Service Manager

Margaret Lyons is excited to be part of the Sward Team, and values learning about clients’ life experiences. She enjoys hearing about the goals and dreams clients have for their children and grandchildren. She thrives on continuing to provide the “Raving Fan” service that every client deserves while helping families achieve their goals.

Margaret earned her B.S. in Accountancy from Missouri Southern State University in Joplin, Missouri, where she was honored as the outstanding accounting graduate, and additionally was chosen as the MSSU Outstanding Graduate for 2002. While at MSSU, Margaret also earned All-American status in track and field, finishing 3rd in the indoor mile, and 5th in the outdoor 1500 at the national meet.

Prior to Moneta, Margaret spent two and a half years as a Senior Auditor for Deloitte, and nine and a half years as a Specialist in Financial Reporting for Peabody Energy. Her main area of expertise consisted of financial statement preparation and SEC reporting.

Outside Moneta, Margaret enjoys running, swimming, traveling, coaching her children’s sports teams, leading her son’s Cub Scout den, and spending time with her husband, Brian, and their three children.

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Matthew Sallaberry Advances to Partner at Moneta 

Matthew Sallaberry Advances to Partner at Moneta 

December 19, 2024

Moneta’s Board of Managers unanimously approved Matthew Sallaberry to be promoted to Partner in the fi...

Monthly Recap – November 2024

Monthly Recap – November 2024

December 6, 2024

Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...

T is for Tariffs

T is for Tariffs

November 20, 2024

That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...

One Week Later…

One Week Later…

November 13, 2024

Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...

VIEW ALL ARTICLES

Let’s make every moment count together…