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.