Lyle H. Pennell

Lyle H. Pennell

Founder & President, Family Wealth Advisor

Lyle H. Pennell is the Founder and President of Pennell Wealth Advisors, with responsibility for all aspects of strategic leadership.

For nearly twenty years, Lyle has been providing comprehensive wealth management planning services to charitable organizations and successful individuals, families and business owners.  His results-driven process is designed to empower clients to be the “CEOs” of their lives by partnering with Pennell Wealth as their “CFO”.

Lyle seeks first to understand his clients’ vision, values and goals – and remains dedicated to helping them work toward financial independence with tax efficient strategies. As a business owner, he clearly recognizes the need to maximize the value of your business and plan for your future exit. Lyle also shares a passion for leaving a legacy to the next generation and others you feel responsible for.

Lyle earned a BA from Colorado State University with a concentration in Political Science.  Prior to founding Pennell Wealth, he was affiliated with MetLife and Ameriprise.  A Connecticut Native, and Avon Old Farms alum, Lyle currently resides in Simsbury with Christina (his wife of 16 years) and their children, Madeline, Abigail and Brooks.

Lyle holds FINRA Series 7 & 66 registrations and is life & health licensed, held through LPL. He has also earned the Chartered Financial Consultant and Certified Retirement Planning Counselor designations.

 

Phone 860-674-0603
Fax 860-812-4318
Mobile Phone 860-712-1213