Sean P. Lyons, CFP®, AIF®

Executive Vice President, Client Development

In 2001, Sean joined the Cornerstone family bringing with him a wealth of knowledge and experience in the areas of wealth transfer planning, investments, and retirement planning. Running a family business comes with a unique set of challenges. Sean has helped clients for over 20 years when it comes to the sophisticated planning family-business owners face every day.

Sean provides leadership to businesses when it comes to making decisions on succession and wealth transfer planning; this may include innovative tax planning, qualified retirement plans, non-qualified retirement plans for key executives, business continuity trusts and designing the proper life insurance portfolio. Sean is particularly proud of helping clients craft plans that promote family legacy while minimizing family conflict. 

Sean received his BS in Finance from The Pennsylvania State University. He holds a CFP® designation, is an Accredited Investment Fiduciary, and has been granted his FINRA Series 7, 63, and 65 licenses. Sean has been a regular speaker at the Center for Due Diligence, a national conference that brings industry leaders together from around the country. 

In his time away from the office, Sean loves to read, golf, travel, and spend time with his dog, Riley.

Sean truly understands Ensuring Private Businesses Endure and knows what it means to be a Steward of our clients’ wealth and businesses.