Gavin Lyons, CFP®

Partner & Chief Operations Officer

Gavin Lyons, CFP®
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602-279-2020

 

Gavin is a key member of the leadership team and provides oversight of all operational items for the firm. He takes a vital role in building, implementing and overseeing all of the firm’s systems, processes, workflows and procedures. He also plays a critical role in helping to shape and guide the future growth and development of the organization.

Gavin grew up in the Scottsdale area and moved to Durango, CO to attend college. He graduated Magna Cum Laude at Fort Lewis College where he earned a degree in finance and accounting. He received his CERTIFIED FINANCIAL PLANNER™ certification in July 2017 shortly after joining the firm in 2016. Before his service at TMD, he was an equity analyst at an independent investment advisory firm in Durango. Gavin previously was a member of the Investment Advisory Committee for Fort Lewis College.

Primary Duties at TMD Wealth Management

  • Leads the oversight of all operational items for the firm
  • Assures the servicing of our clients is held to a superior standard
  • Provides direct oversight of the financial reporting of our clients
  • Oversees all alternative asset administration for the firm

TMD Wealth Management (“TMD”) is a d/b/a of, and investment advisory services are offered through, Kovitz Investment Group Partners, LLC, (“Kovitz”), an investment adviser registered with the United States Securities and Exchange Commission (SEC).  Registration with the SEC or any state securities authority does not imply a certain level of skill or training.  Please click “Disclosures” on our website for additional important disclosures.  Click the following for more information about Kovitz:  www.kovitz.com. ©2024 TMD Wealth Management. All rights reserved.