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
Retired Doctor Seminar
October 24-25, 2025
The Roadmap to Financial Wellness & Practice Success
November 7-8, 2025
Achieving Financial, Tax, and Business Prosperity Series
February 9-13, 2026
Financial, Transition, and Legal Strategies for Doctors Approaching Retirement
June 5-6, 2026
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
Articles, updates, and resources to help you successfully navigate the impact of COVID-19 on your dental or specialty practice and personal finances.
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