As President of WFG, Lyle oversees the strategy and growth of the team. As an LPL Investment Advisor Representative, he works closely with individuals and corporate clients to provide a wide array of financial services. He uses a strategy-based approach and is dedicated to addressing the unique needs and financial objectives of each client.
With more than 33 years in the financial services industry, Lyle formed Williamsburg Financial Group in March 2007. Prior to forming WFG, he was Partner/Managing Director of a regional investment management firm serving the Hampton Roads area and Vice President/Branch Manager for Morgan Stanley in Newport News. He built his financial advisory business starting at Wheat First Securities as a Vice President, Investment Officer for over ten years.
Lyle has a Business Law major from Pace University in New York and is a graduate of the Wharton Business School Management Development Program. Lyle is a General Securities Principal, a Supervisory Principal, and a Registered Options Principal. He holds numerous securities registrations with LPL Financial including Series 4, 7, 24, 63, 65, and the CPM (Certified Portfolio Manager) designation.
As a resident of the Williamsburg area for over 30 years, Lyle has been actively involved in the community. He has served on numerous boards over the past several years which have included: Big Brothers Big Sisters of the Peninsula, Director, Past Vice President; United Way of the Greater Virginia Peninsula, Advisory Board; Heritage Humane Society, Founding Director; and past Board Chairman for the Colonial Chapter of the American Red Cross. H is currently serving as a Board Member for the Arc of Greater Williamsburg.
Lyle and his wife, Linda, live in James City County Virginia with Millie (see Bio) and are back and forth to Charlottesville VA to see their youngest son at University of Virginia. They welcome home visits from their two oldest children who both live and work in the mid-Atlantic area.
Email Lyle at firstname.lastname@example.org.
Carolyn joined WFG in September 2013 as an LPL Wealth Advisor. She has been in the industry since 2004 and has extensive knowledge of creating customized financial plans for clients for all stages of their financial lives, from the accumulation phase to preservation phase. She also has an understanding of life insurance, annuities and long-term care insurance, and how they can be integrated into a financial plan. By following a disciplined, consistent process, she is able to deliver high quality and personalized service to her clients. Carolyn maintains her Series 7, 9, and 10 registrations through LPL Financial. She also holds life and health insurance licenses.
Carolyn graduated Magna Cum Laude from the University of Kentucky with a BS in Hospitality Management and a minor in business. She attended the University on a swimming scholarship where she was on the SEC Scholar-Athlete Honor roll for three years, the Dean’s List for two and the Distinguished Scholars Dean’s List for two.
Carolyn keeps active these days by training for and competing in triathlons as part of the In & Out Care Express Triathlon Team. She is also married with two children and lives in Williamsburg.
As Vice President, Vicky offers a comprehensive range of financial services from selecting individual investments to developing personalized retirement plans. Through her personal consultation, and attention, Vicky is committed to helping her clients pursue their financial goals by understanding their needs, offering sound investment advice, and providing a level of personal service that exceeds expectations. Vicky’s focus is on retirement plans for Individuals (Uni-401k), Simple IRAs, and Corporate 401ks.
With more than 20 years of financial experience, Vicky started her brokerage career with Dean Witter in Santa Barbara, California. Vicky maintains her Series 7, 63, and 65 registrations with LPL Financial and holds life & health insurance licenses.
Vicky has two grown children and resides in Williamsburg with her husband, Mike.
John has over 22 years of experience in the financial services industry, with 20 years of experience in wealth management for high net worth individuals. While ongoing portfolio management is the primary focus the Certified Financial Planner® designation gives John the ability to review many key areas of wealth management (tax planning, estate planning, business succession, etc.). John received his Bachelor of Science in Business Administration / Organizational Leadership from National Louis University, Chicago Illinois.
John has been an Orlando resident since 1991 and currently supports Take Stock in Children, Orange County, Central Florida Early Learning Coalition, and Florida Symphony Youth Orchestra.
Karen joined the Williamsburg Financial Group in January of 2017 with 12 years of experience in the retail banking industry. Karen is the Administrative Assistant who works closely with our advisors and clients to manage their administrative service needs.
Karen oversees the front office operations while facilitating the account opening process, managing client account transfers and handling a multitude of daily maintenance tasks. She enjoys managing the compliance aspects of the business to ensure operational excellence.
Karen is a graduate of Christopher Newport University with a Bachelor’s degree in Business Administration with a concentration in Marketing.
Prior to settling in Virginia, Karen moved around a lot as a child. She was born on the west coast and even lived on the military base in Guantanamo Bay, Cuba for 2 years. Her father was a Master Chief in the Coast Guard. She was a gymnast and competed in the Junior Olympics as well as other National and State competitions.
Karen and her husband Andy have 2 beautiful girls and 2 loving dogs. They moved to Williamsburg, VA in 2015. They are a sports loving family and enjoy attending professional football and baseball games. In her free time, Karen enjoys painting and drawing with her girls.
Pamela serves on the administrative support team and is responsible for the daily maintenance of client accounts. She is happy to assist with any client requests such as distributions, contributions, address changes, and general account maintenance.
Pam and her husband, Kevin, have been residents of Williamsburg, VA for the past 23 years. They spend their free time visiting their four children and three grandchildren while fitting in a trip abroad each year or two.
Millie was born in Skaneateles, New York in April of 2015. If you have visited the office, you have likely met Millie. She’s an avid runner and likes to be involved in client meetings. She likes milk bones, apple slices (no peel), and playing fetch. If you see her, make sure to tell her she’s a good girl.