Client Advisory

Biography

Matt Lyon is a Principal in the Scottsdale, Arizona office. He is focused on business operations that support partner leadership and the Scottsdale colleague team. His work spans strategic initiatives, financial and growth reporting, process improvement, and cross-functional coordination across practice and firm levels.

Prior to joining Cerity Partners, Matt spent 16 years at USAA, capping two decades in the financial services industry. He began as a financial advisor, spent a decade leading wealth advice and life insurance sales teams, and most recently held an enterprise-level role integrating digital advice offerings into product experience journeys.

Outside of work, Matt is a devoted husband and father of two. An Arizona native and proud NAU Lumberjack, he is an avid golfer and self-described golf club junkie.

Education

  • B.S.B.A. Finance and Investments Certificate from Northern Arizona University

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