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Wealth Management Assistant

Matthew Lyons

San Diego
Tax Strategies & Management
Wealth Management
Education Planning
Retirement Planning
Business Strategies/Services

"So many people have untapped potential, and this career enables me to turn that potential into reality."

Wealth Management Assistant

Matthew Lyons

San Diego
Tax Strategies & Management
Wealth Management
Education Planning
Retirement Planning
Business Strategies/Services

"So many people have untapped potential, and this career enables me to turn that potential into reality."

University of Georgia's Terry College of Business Alum

Born and raised in Savannah, GA

Bachelor of Business Administration in Finance

Enjoys surfing, snowboarding, hiking, and jiu-jitsu

Get to Know Matthew

Matt is someone who understands the value of a good financial plan and the freedom that comes with it. With a background in hospitality and customer service, he has developed a true passion for helping others get what they deserve. Whether it is a recent college graduate who just landed their first job, or a recent retiree, Matt believes there is always opportunity for planning and growth.

Matt was born and raised in Savannah, GA. Upon graduating from the University of Georgia where he obtained a bachelor’s degree in finance at the Terry College of Business, Matt moved to Vail, Colorado but now resides in San Diego. He believes that his exposure to different types of people and cultures is what allows him to truly understand people’s needs and come up with the appropriate plan for their unique situation. Although saving and investing is a big part of financial planning, Matt takes a holistic approach to assisting his clients. This means looking at all aspects of a person’s life, then putting together a comprehensive plan to get people on track to financial freedom.

When Matt isn’t focused on serving his clients, he enjoys surfing, golfing, hiking, and exploring San Diego with his friends. He holds his Series 65 registration with Trilogy Capital, Inc. and a California Life and Health Insurance License.

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Meet Matthew’s Team

Scroll through to see each of the Advisors

gary sussman
Vice President of Wealth Management

Gary Sussman, CFP®

San-Diego_Windus_2023
Senior Vice President of Wealth Management

Windus Fernandez Brinkkord, AIF®, CEPA

Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Get Started on Your Financial Life Plan Today

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