Cal Lyons

Financial Consultant /
Vice President

Cal Lyons is an experienced financial consultant who has been helping individuals, families, and businesses to implement effective financial plans for over 15 years. He has built his practice upon fiduciary principles and is committed to providing a level of service to clients that exceeds their expectations.

A graduate of Judson University in Elgin, Ill., Cal holds his FINRA Series 7 and 66 licenses and his state Life and Health Insurance licenses. He gained 16 years of experience as a college administrator before transitioning to the financial industry.

In his mid-30s, Cal took a look at his life and realized he hadn’t saved any money for his children’s college educations or his own future retirement. That is when he decided to become a financial consultant so that he could help his family and learn how to help others in similar situations. Now he helps clients in a variety of situations work toward their unique financial goals. He has also made use of the fundraising experience he gained as a college vice president to develop the Smartdonor™ program, a planned-giving focused service designed to close the gap between donors who want to be better stewards of their assets and charities who want to provide the best possible donor experience for their supporters.

Cal was raised in Hanna City, Ill., but now lives in Eureka with his wife, Joni. He has three married daughters and seven wonderful grandchildren. Cal has served as a past-president of the Peoria Sunrise Rotary Club and is a past board member of the Peoria Heights Chamber of Commerce. He and his wife are active in their local church. Cal is also a current board member of the Central Illinois Chapter of the Association of Fundraising Professionals, a board member of the Central Illinois Charitable Gift Planners, and a member of the Estate Planning Council of Central Illinois.

In his spare time, Cal likes to get outdoors, go fishing, and spend time with family. His favorite team is the St. Louis Cardinals and he likes to attend a game every now and then. He has learned to adapt to being in a blended family – some of them are Cubs fans!

Phone 309-699-6608
Fax 309-699-7498