The Lyon Dobbyn Ko Wealth Management Group

John B. Lyon, Senior Financial Advisor, Managing Director - Investments, has been in the financial services industry since 1978.  His special training and experience in matching clients’ profiles, financial goals and risk tolerances has resulted in his current position of Managing Director - Investments with Wells Fargo Advisors.

Throughout his career, John has also acted as a coordinator for various product areas.  This experience adds depth to his knowledge as to how to effectively allocate clients’ assets among the many investment vehicles available.  His background includes working with individuals as well as non-profit organizations, qualified plans, and corporate accounts.

John has a Bachelor of Arts degree in Economics and a Master’s degree in Finance from the University of California at Davis.  John has furthered his investment expertise by attaining the Certified Investment Management Analyst® certification.  The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.  John has also attained the designation of CERTIFIED FINANCIAL PLANNER™ practitioner.

John and his wife moved to the central coast of California in 2023 after having resided in Southern California since 1986.  John and his wife have two daughters and three grandchildren.

Jeannette M. Dobbyn, Senior Private Wealth Financial Advisor, Managing Director - Investments, works with individuals, small to medium sized businesses, non-profit organizations and qualified plans.  She has been in the financial services industry since 1983.

Jeannette’s experience incorporates the use of planning through needs analyses and the selection of investment strategies to help clients meet their objective.  Through her background as a lecturer at California State Polytechnic University, Pomona, a former management consultant, and an investment advisor for a small independent firm, she brings depth and quality work to her clients.

Jeannette graduated summa cum laude from California State Polytechnic University, Pomona, with a Master’s degree in Business Administration.

Jeannette has also attained the industry designation of CERTIFIED FINANCIAL PLANNER™ professional.  This certification requires certain minimum education requirements, passing of a rigorous exam, and continuing education and ethics education.

Jeannette has lived in La Verne, California, since 1999.  Jeannette has two sons and three grandchildren.

David B. Ko, Senior Financial Advisor, Managing Director - Investments has served the financial and wealth management needs of his clients since 1994.  He provides these services to individuals, corporate executives, and small to medium sized businesses.  As a Managing Director - Investments at Wells Fargo Advisors, David helps clients identify and prioritize their short and long-term financial goals thereby creating a prudent solution to each client’s complex financial needs.  He specializes in investment planning with an emphasis on asset and liability management, estate planning strategies, retirement planning, tax planning, concentrated stock positions, and business financial services.

David has a Bachelor of Arts in Economics from the University of California at Irvine and holds the designation of Certified Financial Planner® practitioner.  David has also met the stringent criteria and completed the necessary training required to earn the Wells Fargo Advisors’ title as a certified PIM® Portfolio Manager.  The Private Investment Management (PIM) program provides portfolio management experience and personal service that was once available to only high net worth clients.

Prior to joining Wells Fargo Advisors, David was employed with Merrill Lynch for over a decade, which included serving as Branch Manager for several offices throughout the Southern California area.  In the management role, David was responsible for the training and development of Financial Advisors in the areas of fundamental investment strategies, business development and effective client management. 

David and his wife live in Lake Forest, California, with their three daughters.

Eric Beatty, Private Client Financial Advisor, is a new member of the team and returning to Wells Fargo Advisors after a one-year absence. Eric most recently worked for an independent registered investor advisor firm. His duties included transitioning $1.6B in clients’ assets as the group went independent, as well as managing the day-to-day trading for the whole practice. Eric was also instrumental in preparing various client reports and aided in the presentation of these reports to clients. During his previous employment with Wells Fargo Advisors, Eric worked as a Client Associate and learned the basics of Wells Fargo Advisors’ 12-step wealth management process. He assisted Financial Advisors in portfolio management, client acquisition and web presence.

Eric is a graduate of Stanford University with a Bachelor of Science degree in Management Science & Engineering, with a focus in Finance and Decision Analysis. While attending Stanford, Eric was a member of the Stanford Men’s Varsity Volleyball Team, and after graduating, Eric continued playing volleyball overseas for one season in the Greek Professional League.

Eric is a native of Huntington Beach, California and enjoys spending his free time fishing, cooking, and continuing to play professional volleyball with the National Volleyball Association.

Stacy Stryker, Vice President, Senior Registered Client Associate, has served in her vital role performing operations and administrative services to John and Jeannette and their clients since 1999.  Prior to working with John and Jeannette, she held positions with a local bank and a major mutual fund company.  In total, she has nearly 35 years of experience in the financial services industry.  Stacy passed her FINRA General Securities Representative Exam (Series 7) and her Uniform Combined State Law Exam (Series 66) in 2007. 

Stacy brings a broad depth of knowledge and skills to her position.  She performs complex administrative tasks including opening accounts, transferring in assets, processing general maintenance paperwork, issuing retirement account distributions and handling intricate estate processing documentation.  She works with internal departments and clients to solve multifaceted service and operational issues.

Stacy lives in Brea with her husband.  They have two daughters and two grandchildren.

Trisha Drury,  Brokerage Client Associate, has rejoined Wells Fargo after taking some time to raise her family.  Trisha was previously a Vice President, Operations Manager 2 for the Trust Services Funding Team in Long Beach, California.  Prior to that assignment, Trisha was the Assistant Vice President, Senior Client Associate, for the Wells Fargo Private Bank in Brentwood, California.  Trisha also worked in Customer Service as an Operations Manager 2 for Wells Fargo Bank.  Trisha brings a broad background of administrative and operations experience to her new position with the Lyon Dobbyn Ko Wealth Management Group.

Trisha has a Bachelor of Science degree in Accounting from California State University, Long Beach.   She resides in Carson with her husband and four daughters and is active in the local softball organization.