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Our Team

Partners in Your Success

We are more than financial advisors — we are long-term partners in your journey. Our work is multigenerational, often supporting three or more generations within the same family. We take pride in getting to know you personally, aligning your financial decisions with what truly matters to you.

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Bob Nienaber headshot

Robert A. “Bob” Nienaber III
JD, ChFC®

President- Advisory Services and Wealth Advisor
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Tony Nienaber headshot

Robert A. “Tony” Nienaber

Vice President-Benefits and Financial Services Professional
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Bill Lyon headshot

William Lyon
CFP®, CAP®, MSFS

Vice President of Thought Leadership
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Andi Giordullo headshot

Andi Giordullo

Director of Business Administration
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Josh Polkow headshot

Josh Polkow

Associate Financial Advisor
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Joy Lawrence headshot

Joy Lawrence

Director of Client Services
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Stacey Nienaber headshot

Stacey Nienaber, JD

Director of Client and Professional Relationships
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Resources Behind Our Team

Eagle Strategies LLC logo

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Through Eagle Strategies, William Lyon and Robert A. “Bob” Nienaber III provide fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser“ and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

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William Lyon, Robert A. “Bob” Nienaber III, and Robert A. “Tony” Nienaber are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 500 company and one of the largest mutual life insurance companies in the United States.

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The Advanced Planning Group of New York Life Insurance Company collectively leverages years of practical experience and background in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, trust, business, and life insurance strategies. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means The Lyon Group can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.

Ash Brokerage logo

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Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care and, disability income insurance, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with more comprehensive solutions to suit their individual needs.

Begin Your Journey

Embark on a path where your wealth truly reflects what matters most to you. Schedule an initial conversation with our team today.

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4357 Ferguson Drive, Suite 240
Cincinnati, OH 45245

Call: (513) 753-9966
Email: info@thelyongroup.net

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Disclosure

Robert Nienaber III is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #0I47554), FL, IL, IN, KY, MD, MI, OH, SC, TN, VA, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Robert Nienaber III is licensed and authorized to offer insurance in California, but THE LYON GROUP, LLC may not be. For additional information on California licensure status, please click here.

Robert Nienaber III is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4357 Ferguson Dr Ste 240, Cincinnati, OH, 45245, 513-753-9966. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, DE, FL, IL, IN, KS, KY, MD, MI, MO, MS, NC, NE, NM, OH, PA, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Nienaber III is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, DE, FL, IL, IN, KS, KY, MD, MI, MO, MS, NC, NE, NM, OH, PA, SC, TN, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Robert Nienaber III is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #0I47554), FL, IL, IN, KY, MD, MI, OH, SC, TN, VA, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Robert Nienaber III is licensed and authorized to offer insurance in California, but THE LYON GROUP, LLC may not be. For additional information on California licensure status, please click here.

Robert Nienaber III is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4357 Ferguson Dr Ste 240, Cincinnati, OH, 45245, 513-753-9966. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, DE, FL, IL, IN, KS, KY, MD, MI, MO, MS, NC, NE, NM, OH, PA, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Nienaber III is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, DE, FL, IL, IN, KS, KY, MD, MI, MO, MS, NC, NE, NM, OH, PA, SC, TN, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Robert Nienaber is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, IN, KY, MI, NM, OH, TN, TX, and WV. No insurance business may be conducted outside the states referenced.

Robert Nienaber is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4357 Ferguson Dr Ste 240, Cincinnati, OH, 45245, 513-943-6514. In this regard, this communication is strictly intended for individuals residing in the states of AL, IN, KY, NM, OH, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

William Lyon is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, FL, IL, IN, KY, MI, OH, OR, and SC. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, William Lyon is licensed and authorized to offer insurance in California, but THE LYON GROUP, LLC may not be. For additional information on California licensure status, please click here.

William Lyon is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4357 Ferguson Dr Ste 240, Cincinnati, OH, 45245, 513-753-9966. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, IN, KY, MD, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

William Lyon is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, FL, IN, KY, MD, and OH. As such, these services are strictly intended for individuals residing in the states referenced.

THE LYON GROUP, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

Neither THE LYON GROUP, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
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