Wes is a tax and business planning advisor for John K. McGill & Company, specializing in helping dentists and specialists nationwide. 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. Prior to joining John K. McGill & Company, Mr. Lyon worked for a global asset management firm in Charlotte. 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
Tropical A-La-Carte Series: Solutions for Financial, Tax, and Business Success
Cancelled
February 8-12, 2021
Foundations for Financial Success: Couples Seminar
April 16-17, 2021
Transitions A-La-Carte Series: Securing a Successful Retirement
June 10-12, 2021
Foundations for Financial Success
September 16-17, 2021
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
Read ArticlePersonal Finances | Budgeting, Spending, Saving
20 Ways To Cut Your Personal Spending Now
Read ArticleEducation Planning | Saving/Paying for College
How New Technology Increases Tax-Deductible College Funding Options
Read ArticlePractice Management | Personnel - Compensation
How To Incentivize Your Hygiene Department For Greater Profitability
Read ArticleFree Resources
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