Margaret Lyons is committed to helping individuals and families build long-term financial wellness. Much like physical health, she believes financial well-being is shaped by consistent habits, informed decision-making, and an understanding of each person’s unique life journey. Margaret values truly getting to know her clients, their experiences, priorities, and the hopes they have for their themselves and their families. She takes pride in helping them create clarity and confidence around their financial lives. Margaret is known for delivering the kind of thoughtful, personalized service that turns clients into “Raving Fans” while supporting financial stability across generations.

 

Margaret earned her Bachelor of Science in Accountancy from Missouri Southern State University, where she was recognized as the Outstanding Accounting Graduate and named the university’s Outstanding Graduate in 2002. Her commitment to discipline and performance extended beyond academics. As a collegiate athlete, she earned All-American honors in track and field, placing third in the indoor mile and fifth in the outdoor 1500m at the national level. The preparation, resilience, and endurance required at that level continue to influence her professional approach today. 

 

Before focusing on comprehensive wealth management, Margaret built a strong technical foundation through her career. She spent two and a half years as a Senior Auditor with Deloitte and nine and a half years as a Specialist in Financial Reporting at Peabody Energy. Her extensive experience with financial statements and SEC reporting allows her to translate complex financial concepts into clear, actionable guidance, which is an essential element of lasting financial wellness.

 

Outside of work, Margaret enjoys running, swimming, hiking, and traveling, activities that reflect her belief in balance and whole-life wellness. She is also actively involved in her children’s lives, including coaching youth sports and serving as a leader in her son’s Scout troop. Additionally, she cheers on her husband as he grows his business around organizing domestic and international endurance events.  These roles reinforce her passion for healthy habits, strong foundations, and long-term well-being, both financially and personally.