Todd Lyon, CFP®

Todd is a Senior Financial Advisor at MCF, based in our Cincinnati office. He earned his CFP® certification in 2014 and brings a thoughtful, client-first approach to every relationship. As a trusted advisor and primary point of contact, Todd serves as both a strategic planner and relationship leader, helping clients navigate complex financial decisions with clarity and confidence. He works closely with MCF’s investment management, financial planning, tax, estate, and client service teams to deliver comprehensive wealth management solutions tailored to each client’s goals.

Todd began his career in the retirement services industry, spending seven years as a 401(k) wholesaler with Great-West and ADP Retirement Services. Prior to that, he served as a Major Accounts District Manager at ADP and as a Sales Engineer with KHM Systems. Todd holds a Bachelor of Science degree in Industrial Engineering Technology from the University of Dayton and is a CERTIFIED FINANCIAL PLANNER™ professional.

Todd lives in the Cincinnati area with his wife, Gina, and their three children, Tori, Nolan, and Zach. Outside of the office, he enjoys golfing, skiing, hiking, and traveling with his family. He is also a loyal Cincinnati Reds and Bengals fan.