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Thomas A. Lytle

Investment Advisor

Since 1974, Tom’s area of expertise has been investment advice and retirement plan design and operations. In 1985, he and his brother Paul founded Lytle Investments, a fee-based investment advisory firm which was sold in 2018 to Aebly & Associates Insurance Services. 

Tom is a registered representative of the broker-dealer, Royal Alliance Associates, Inc. and holds a Series 7 and 63 securities license. He is also a licensed Life, Health and Accident Insurance Agent with New York State. In addition to being a Chartered Life Underwriter (CLU), Tom holds a Doctorate (PhD) from the University of Toronto, Canada. 

Tom is a former Board Member of the Shaw Festival and the Castellani Art Museum.