Jeffrey Lyons is a CFP®-certified financial advisor with 15 years of industry experience. He is a principal at Lyons Capital Group in Shreveport, LA, and previously worked at Raymond James & Associates for 12 years. Lyons also speaks to clients about life settlement investments as an alternate investment option. Lyons Capital Group provides personalized financial planning and non-discretionary investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm emphasizes a tailored financial planning process and manages client assets on a non-discretionary basis while often recommending external managers in a hybrid oversight arrangement.

Jonathan Terry is a CFP® and holds a Series 66 license with three years of industry experience. He is currently a financial advisor at Lyons Capital Group and has held positions at The Leaders Group, Raymond James & Associates Inc., and Tauzin Financial Group. Lyons Capital Group provides personalized financial planning and investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers non-discretionary investment management, focusing on tailored financial planning and portfolios constructed using ETFs, mutual funds, equities, and other instruments.

Cole Smith is a financial advisor with Lyons Capital Group in Shreveport, LA, holding a Series 65 designation. He has one year of industry experience and previously worked at Progressive Bank and Sports South. Lyons Capital Group provides personalized financial planning and investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm delivers non-discretionary investment management, retirement plan advisory, and implementation support, using a process that combines fundamental and technical analysis with a long-term orientation.