Saturday, June 6, 2020
Lyall Donnelly . . . has over 30 years’ experience as an entrepreneur, starting his career in 1982 in Scottsdale, AZ with IDS/American Express.
Lyall Donnelly . . . has over 30 years’ experience as an entrepreneur, starting his career in 1982 in Scottsdale, AZ with IDS/American Express. 15 years ago he changed his focus to Asset Protection, Wealth Accumulation, Business Preservation and Risk Transfer & Arbitrage for high net worth individuals.
He takes great pride in educating his clients in the art of how money works and believes that in order to make your money work for you, you must understand the fundamentals of personal finance. Lyall’s goal is to help every client implement:
“It is absolutely my biggest pleasure to help people develop their practice in this rewarding career by aligning with a company (and people) whose philosophies and values create a fulfilling work environment and abundantly successful career.”
Lyall lives in Colorado with his wife, Tina. They have 5 children and 7 grandchildren. He is an avid skier, enjoys golf and his membership in the PCA. He can be found speaking and training at numerous venues across the US each month.
Daley Krom . . . as the daughter of the co-founders of a nationwide company, you would expect that Daley has always worked in the family business.
Daley Krom . . . as the daughter of the co-founders of a nationwide company you would expect that Daley has always worked in the family business and always had a love for numbers and money . . . quite the opposite in fact, she hated math in high school.
In 2014 Daley was faced with a life changing challenge, instead of cowering she accepted the challenge, and in 2015 found herself working for Five Rings Financial corporate office. It was a wonderful place to work but she wanted to do more with her career.
She began working part-time helping clients learn about money and before she knew it she had a brand new career as a Financial Educator with Five Rings Financial. Within 17 months Daley was promoted to an Executive Vice President position.
Daley's mission is to educate All Americans on how money works and empower people to believe in themselves while helping them make sound financial choices. Daley gets the opportunity everyday to help people get their money all the way in order. Whether that's just starting your plans or moving from accumulation to distribution, she helps facilitate that with smart, safe accounts. Daley can share with you things your broker doesn't want you to know - like how to make your 401(k) pay you lifetime income, and how to insure your income if you have a health hiccup. Empowering you with new knowledge and resources is her passion. Daley believes if we are given the right tools and education we can all make really great financial decisions.
Daley lives in Northern Colorado with her husband and 2 young boys. On the summer weekends she enjoys her time at their family lake house.