Our Team

Your trusted guides on life’s financial journey

Our Team of Trusted Advisors

Andi Giordullo

Director of Business Administration

Joy Lawrence

Director of Client Services

Barbara Lyon

Director of Quality Control

Bill Lyon, CFP^®, CAP^® MSFS

Vice President of Thought Leadership

Bob Nienaber, JD, ChFC^®

President- Advisory Services and Wealth Advisor

Stacey Nienaber, JD

Director of Client and Professional Relationships

Tony Nienaber

Vice President-Benefits and Financial Services Professional

Josh Polkow

Director of Analytics

The Resources Behind Our Team

Nautilus Group services are available through William Lyon, Member Agent, The Nautilus Group^® is a service of New York Life Insurance Company.

Ash Brokerage is a privately owned family-operated insurance brokerage general agency. Ash provides us with a variety of products and support for life insurance, long-term care, disability income, and annuities. Our relationship with Ash supports our mission to provide our clients with objective solutions to suit their individual needs.