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Prescott Tax and Wealth ManagementPrescott Tax and Wealth Management
Prescott Tax and Wealth ManagementPrescott Tax and Wealth Management
  • Home
  • Services
    • CPA & Tax Planning
    • Consulting Services
    • Wealth Planning
    • Benefits & Insurance
    • Retirement Plan Services
  • Team
  • Resources
  • Our Location
  • Client Login
    • Albridge
    • NetXInvestor
    • RightCapital
    • Citrix ShareFile

Brooke Lyon

Home Brooke Lyon

Brooke brings over 26 years of extensive banking management experience at FirstBank in Colorado, where she has specialized in operations and client relationships. Originally from Southern California, Brooke also has a background in commercial property management, reflecting her diverse skill set in both financial services and real estate sectors.

Outside of her professional endeavors, Brooke enjoys spending quality time with her family. She is passionate about Pilates and is currently working towards her teaching certification, demonstrating her commitment to personal wellness and education.

Brooke Lyon

Operations Associate

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Contact Info

  • Prescott Tax and Wealth Management
  • 30950 Rancho Viejo Road, Suite 100, San Juan Capistrano, CA 92675-1767
  • (949) 248-9815
  • (949) 661-5395
  • grant@prescott500.com
  • https://www.prescott500.com

Disclosures

Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Prescott Tax and Wealth Management and IFG are unaffiliated entities. Independent Financial Group (IFG) does not provide tax advice or tax services. Registered Representatives of IFG do not provide these services as part of their securities business.

Licensed to sell securities in the following states: AZ, CA, CO, FL, GA, HI, ID, KY, MA, MI, MN, MT, NV, NM, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA & WY.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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