Heidi Lyon


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As a Nevada native, Heidi was born and raised here in Reno, Nevada, graduating from McQueen High School in 1997, and received a Bachelor’s Degree at the University of Nevada, Reno in 2002. Heidi has a husband Brent and two beautiful daughters Lindsey (5) and Rylee (3). They enjoy outdoor recreation including boating, biking and skiing.

She has been with Legacy Wealth Planning since 2010, as an Administrative Assistant to Chris Vargas, Martin McClellan and Matthew Rolfes. She is currently working on obtaining the series 7 registration. She is confident and provides superior level of customer service to all the clients of Legacy Wealth Planning.

Heidi was a Recreation Coordinator for the City of Reno, Parks and Recreation Division for the past several years, and has been working in recreation programming capacities since 1997. Her work focused on, customer service, budgetary and financial analysis, leadership, coaching and development, professional trainings, special event planning, and employee relations.

She is extremely organized, focuses on creating a positive work environment for both internal and external customers. She takes pride in achieving personal and work oriented goals, and enjoys challenging herself while motivating and energizing others. She is extremely personable and recognized as being a team player and an effective leader with a positive attitude.

Phil S. Mahoney, CFP Mark Levy Martin McClellan Chris Vargas Matt Rolfes Rosemary Cohen Heidi Lyon Jenny Singer