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
Transitions A-La-Carte Series: Austin Seminar
June 15-17, 2023
Principles for a Successful Retirement: Sonoma Couples Seminar
July 21-22, 2023
Foundations for Financial Success: Boston Seminar
September 15-16, 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
Presented at These Archived Webinars
Featured Articles by Wesley W. Lyon, II
Tax | Practice/Corporation
Take Advantage Of Tax-Free COVID-19 Reimbursements For You And Your Staff
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