The Team

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

David M Lyall

David M Lyall

Private Wealth Advisor

More about me...

Designations

CFP®, RICP®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

Bachelor of Science, Business Education, Appalachian State University, Boone, NC

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Our Staff

Evan Armfield

Evan Armfield

Administrative Assistant