P: (815) 545-2671
F: (708) 478-0576
E: wyatts@lionheartfinancialltd.com
"Do what you can, with what you've got, where you are."
-Theodore Roosevelt
Wyatt started at Lionheart as a Financial Paraplanner in July of 2023. Since starting at Lionheart, Wyatt has learned the importance of putting the client first through meeting clients and through the mentorship of Adam. Through Adam's mentoring, Wyatt has learned more about the industry than he previously ever has. Wyatt entered the financial services industry because one of his lifelong passions is to better the lives of those he serves. Wyatt has wanted to work in the financial services industry since he was very young, and now he is on the path to earning his credentials and achieving that goal.
Wyatt is currently Life and Health Insurance licensed, and is working on the CFP®. On top of this, Wyatt is also a coach for My Money Vision. Since starting at Lionheart, Wyatt has been an integral part of shaping and developing the My Money Vision platform, and it is through his client focused mindset, that he is building this program to provide the most value possible to those who join the program.
Wyatt is a graduate of the University of Tennessee. There, Wyatt graduated with a major in finance and a minor in marketing from the Haslam College of Business. Prior to attending the University of Tennessee, Wyatt went to Joliet Catholic Academy in Joliet, IL. Wyatt grew up in a small town in the Joliet area and has since returned to the area after graduating from the University of Tennessee. While at both Joliet Catholic Academy and the University of Tennessee, Wyatt was very involved with his respective educational institutions and held a variety of different leadership positions throughout his time in college and high school. Wyatt is also committed to giving back to his community and bettering the lives of those in the greater community through his extensive volunteer service over the course of the past 8 years.
In his free time, Wyatt likes to golf, go fishing, play hockey with his friends in the winter, workout, and go to concerts with friends. Additionally, he is very interested in sports, including football, hockey, baseball, and golf. These are just a few of Wyatt's passions, and he always loves to learn more about his passions in his free time.
Prior to joining the Lionheart Team, Wyatt worked at a golf course for a number of years while attending the University of Tennessee. Through his experience at the golf course, Wyatt has grown to love interacting with and getting to know his clientele.
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