Mary Jo is a co-host and a Certified Financial Planner® for CIS Wealth Management Group.
Mary Jo Lyons, CFP®, CKA®
Mary Jo is a CERTIFIED FINANCIAL PLANNER® (CFP®) and Wealth Advisor serving the Houston and Corpus Christi areas. She is a native Texan and graduate of Texas A&M University at Corpus Christi. She and her husband Mike live in Missouri City near Houston, TX. They love spending time on the water in and around Rockport, TX, their home away from home. They attend New Hope Church near Houston and First Presbyterian Church in Rockport.
Mary Jo has over 20 years of experience in the investment industry and has been a CERTIFIED FINANCIAL PLANNER® (CFP®) since 2004, allowing her to bring extensive experience in designing financial strategies for individuals, families, and small business owners. Prior to joining CIS Wealth Management Group, Mary Jo served clients in several corporate settings gaining experience in complex financial planning scenarios, retirement planning processes, income strategies, and wealth management issues.
Mary Jo’s mission is to provide affordable, financial planning services to young families, small business owners, and professionals who are committed to creating a financially fit future. She loves helping people through the maze of decisions that they may face regarding investments and retirement planning. Mary Jo enjoys working with people who are motivated to become better stewards of their family’s resources.
If you are in the Corpus Christi area, call 361-238-0023 to speak with Mary Jo for your complimentary initial consultation.
A Little More About Mary Jo
- Over 35 years of professional experience
- A CFP® practitioner since 2004
- Holds TX Insurance Licenses in Variable, Life & Health, and LTC
- Passionate about planning for the unexpected, especially with the rising cost of healthcare
- Active volunteer with the Alzheimer’s Association Fort Bend Chapter, The Fort Bend Literacy Council, and the Houston Food Bank
- Current board member of the Key Allegro Condo Association in Rockport, TX