Lyall and Tina Donnelly
Meeting After The Meeting - The 5 Rings Financial Leadership Podcast
Release Date: 04/07/2023
Meeting After The Meeting - The 5 Rings Financial Leadership Podcast
Lyall has over 30 years’ experience as an entrepreneur, starting his career in 1982 in Scottsdale, AZ with IDS/American Express. Over 13 years ago he changed his focus when he was blessed with the opportunity to help Mike Wilk launch Five Rings Financial. His goal is to help each client implement safe retirement strategies with income that cannot be outlived, minimize taxation now and in the future, protect lifestyle and family during illness or incapacity and to create generational wealth. He takes great pride in educating his clients in the art of how money works and believes that in order...
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With a diverse background in computer science, stock options trading, FOREX trading, tax-free retirement, project and risk management, Gustavo utilizes his skills to help clients create and project wealth. He has a passion for teaching people about money and is an active speaker on finances. He brings a fresh approach to discussing money with his audience, boiling complex subjects to simple terms that make his workshops engaging and informative, thus empowering his clients to take action with their own money and finances. His expertise includes the application of safe money...
info_outlineMeeting After The Meeting - The 5 Rings Financial Leadership Podcast
Heather truly enjoys showing people how they can balance their priorities to build a strong financial future. Whether you're seeking a safe retirement income you can't outlive or building a legacy you can leave to your loved ones, she can help you make sense of your options. Drawing on years of experience as a financial and insurance professional, she'll help you navigate the path to financial success. She can teach you how money works, and how to make it work for you through sound financial decision making. Are you looking for safe retirement income? DO you have...
info_outlineMeeting After The Meeting - The 5 Rings Financial Leadership Podcast
With a drive to help others and a background in the corporate world, Angie saw Five Rings Financial as an opportunity to combine her passion with her expertise. Under the guidance of Mary Fisher and dedication to helping others achieve peace of mind and financial independence shoe's now an Executive VP with the fastest growing financial company in America, Five Rings Financial.
info_outlineMeeting After The Meeting - The 5 Rings Financial Leadership Podcast
After attending Mike Wilk’s Money 101 Workshop in January 2011, Mary Fisher was compelled to invite others to hear the message. Wilk’s education-based, down-to-earth approach won her over. Mary has been instrumental in the development of thriving agencies across the United States, including Virginia, D.C., Florida, North Carolina, Kentucky and Texas. She has touched hundreds of lives, with a commitment to helping thousands more reduce stress easily and painlessly by improving their approach to personal, family and business finance. Mary has surrounded herself with an incredibly talented...
info_outlineLyall has over 30 years’ experience as an entrepreneur, starting his career in 1982 in Scottsdale, AZ with IDS/American Express. Over 13 years ago he changed his focus when he was blessed with the opportunity to help Mike Wilk launch Five Rings Financial.
His goal is to help each client implement safe retirement strategies with income that cannot be outlived, minimize taxation now and in the future, protect lifestyle and family during illness or incapacity and to create generational wealth. He takes great pride in educating his clients in the art of how money works and believes that in order to make your money work for you, you must understand the fundamentals of personal finance.
Lyall has an extensive back ground in recruiting, training, and agency expansion. Building successful business teams and training people new to the financial industry is his passion.
“It is absolutely my biggest pleasure to help people develop their practice in this rewarding career by aligning with a company (and people) whose philosophies and values create a fulfilling work environment and abundantly successful career.”
Lyall lives in Colorado with his wife, Tina. They have 5 children and 7 grandchildren. He is an avid skier, enjoys golf and his membership in the PCA. He can be found speaking and training at numerous venues across the US each month. Tina has been instrumental in expanding opportunities for women in the financial industry for several years. Her experience combined with her unique ability to break down difficult topics into understandable concepts for any audience sets her apart as a speaker and trainer. Helping women develop a healthy and confident relationship with their financial decisions, and launching part time or full time careers with Five Rings Financial is her hearts work. “Removing financial strife from a household changes the dynamic of each relationship in the family. To do that people need new information, new tools. It’s very rewarding to see people become happy & worry free concerning their financial future!”