Wes is President and CEO of McGill and Lyon Dental Advisors, specializing in helping dentists and specialists nationwide. He's is a graduate of Virginia Tech and holds degrees in both accounting and finance. He has obtained his Certified Public Accountant Certificate as well as his Certified Financial Planner™ certificate. Prior to joining the group, Mr. Lyon worked for a global asset management firm. Before relocating to Charlotte, he served as a financial planner and business advisor to high net-worth individuals in the Washington, D.C. metro area.
Speaking at These Upcoming Seminars
Transitions A-La-Carte Series: Austin Seminar
June 15-17, 2023
Principles for a Successful Retirement: Sonoma Couples Seminar
July 21-22, 2023
Principles for a Successful Retirement: Charleston Seminar
October 6-7, 2023
Achieving Financial, Tax, and Business Prosperity: St. Thomas Seminar
January 22-26, 2024
Featured Articles by Wesley W. Lyon, II
Tax
Practice/Corporation
Take Advantage Of Tax-Free COVID-19 Reimbursements For You And Your Staff
Read ArticleNEWS/ALERTS
Coronavirus Resource Center for Dentists and Specialists
Articles, updates, and resources to help you successfully navigate the impact of COVID-19 on your dental or specialty practice and personal finances.
Go To COVID-19 ResourcesCard Security Code
The card verification value is an important security feature for credit card transactions on the internet.
MasterCard, Visa and Discover credit cards have a 3 digit code printed on the back of the card while American Express cards have a 4 digit code printed on the front side of the card above the card number.
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