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Joan L

CFP®, Series 63

Lewisburg, PA

Good Life Advisors, LLC

Joan Lyons is a CFP® with 30 years of industry experience, currently serving at Good Life Advisors, LLC since 2015. She maintains her affiliation with LPL Financial and holds a Series 63 license. Outside of her advisory role, Lyons is involved in non-variable insurance through R & B Insurance Services, LLC. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, retirement consulting, and access to third-party managers, with an investment approach combining fundamental, technical, and cyclical analysis.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Nathan W

Series 65, Series 63

Lewisburg, PA

Good Life Advisors, LLC

Nathan Wagner is a financial advisor at Good Life Advisors, LLC in Lewisburg, PA, holding Series 65 and Series 63 licenses with six years of industry experience. His career includes roles at Good Life Advisors and LPL Financial, as well as prior experience at Blaise Alexander Ford. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement consulting, and access to third-party asset managers, utilizing a tailored investment process that incorporates fundamental, technical, and cyclical analysis.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Michael B

Series 63, Series 65

Lewisburg, PA

Good Life Advisors, LLC

Michael Barrett is a financial advisor with Good Life Advisors, LLC in Lewisburg, PA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Good Life Advisors and affiliated with LPL Financial since 2015. Good Life Advisors is a large registered investment adviser serving individuals, business entities, trusts, estates, and charitable organizations with approximately $4.35 billion in assets under management. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, using a tailored investment approach that incorporates fundamental, technical, and cyclical analysis along with ongoing monitoring and rebalancing.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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