As the founder and managing partner of The Lyman Group, Michael’s first and foremost concern is ensuring that clients are well educated in the estate planning process and are able to make informed decisions when planning for their business’ future. To do so, he helps our clients to understand current and future financial challenges and opportunities they may face and provides sound guidance on how to approach them.
Michael is an excellent active listener. This skill allows him to understand exactly what our clients want and create plans that provide them with flexible, tax-efficient financial security. With three decades of experience at TLG—not to mention experience in sales, wholesale and retail products, and broadcast advertising—he is an unparalleled asset to the firm.
TLG is Michael’s dream job. His motto is “plan my work and work my plan”—whether those plans are completing his succession plan for TLG or improving his golf or fly-fishing skills—he puts 110% into anything he sets his mind to.
B.A., Psychology, Minor, Business, University of Iowa
Harvard Business School—Broadcast Management School
CA Insurance License 0C20871