Wes 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. He is President and CEO of McGill and Lyon Dental Advisors. Prior to joining the group as a tax and business planning advisor, 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. Mr. Lyon began his career in public accounting specializing in tax and audit for non-profits.
Presenting at These Upcoming Seminars
Achieving Financial, Tax, and Business Prosperity: St. Thomas Seminar
January 20-24, 2025
Retirement, Transition, and Legal Strategies: Seattle Seminar
June 5-7, 2025
Principles for a Successful Retirement: Asheville Seminar
July 25-26, 2025
Presented at These Archived Webinars
Featured Articles by Wesley W. Lyon II
Practice Management | Personnel - Compensation
How To Implement An Effective Hygiene Bonus System
Read ArticleRetirement Plans | General/Other
Save Money By Making Necessary Changes Now To Your Retirement Plan
Read ArticlePractice Management | Billing/Collections
Automate Past Due Collections To Collect More And Save Time
Read ArticleTax | Pending Legislation/Tax Updates
Are You Ready For The New Estate And Gift Tax Changes? (Part 3 Of 3)
Read ArticleNEWS/ALERTS
Coronavirus Resource Center for Dentists and Specialists
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