Get to Know Lyall & Tina.
As dedicated and experienced financial professionals, we are ready to guide you on your financial journey. Let's work together to build and safeguard your future!
Tina Donnelly
Tina is a business builder, mentor, student, creator and life long entrepreneur. She is passionate about helping people find their gifts and talents and living in them. Whether that’s starting a part-time additional income stream or completely designing a new career and lifestyle, she’s game!
She’s a Certified Demartini Facilitator, DISC Certified Instructor, Wine, Women & Wealth Presenter and leads numerous self-expansion classes.
“Empowering you with new knowledge, resources & a proven business model is my expertise. If you’re searching for your tribe, your next chapter or your way out, let’s connect and see what we can create!”
Lyall Donnelly
Lyall has over 30 years’ experience as an entrepreneur, starting his career in 1982 in Scottsdale, AZ with IDS/American Express. 20 years ago he changed his focus to helping people master their finances and build solid plans to protect themselves, their families, and their legacies.
He takes great pride in educating people 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:
- Safe retirement strategies with income that cannot be outlived
- Minimization of taxation now and in the future
- Financial protection of lifestyle and family during illness or incapacity
- Creation of generational wealth
In addition to serving his personal clients, Lyall loves building successful business teams and training people new to the financial industry.
He lives in Colorado with his wife, Tina. They have 5 children and 7 grandchildren. He is an avid skier, enjoys golf and Porsches. He can be found speaking and training at numerous venues across the US each month.
Answers to frequently asked questions:
These might not answer all of your questions, so feel free to reach out by clicking ‘Contact Us.’ Lyall, Tina, or a member of our team will get back to you as quickly as possible.
Can we connect virtually?
Yes, much of our business is done remotely, this creates a safe and easy environment when needed and is easy for busy schedules.
We encourage visiting our weekly ‘Money 101’ webinars. It’s a great way to meet us and expand your knowledge base before we chat.
If you are interested, view our ‘Free Webinar’ portal at the top of the website or click the ‘Contact Us’ page and request the class link.
Who do you help?
The Donnelly Team specializes in educating individuals, families and business owners meet their financial goals, first with education and then by facilitating and implementing the new choices… all with no fees! The incredible companies we represent pay us to help you so you don’t have to! How’s that for a new way to think about money mastery?
Simply start by clicking one of our several contact links.
How much does it cost?
There’s no-obligation to choose to work with us after we complete the educational process, but we think you’ll want to! Our ongoing support is free, most of our accounts are non-fee based with No Loss guarantees. (That’s correct, no-risk accounts that earn great interest are available to all of us! – think IRA rescue!)
Am I obligated to follow your advice?
No one is ever obligated to follow our recommendations. Our goal is to get you to the point of making the best choices for yourself, your family or your business based on your expanded knowledge of what’s possible for your particular needs and desires.
Will this make me rich?
We can’t guarantee you will live lifestyles of the rich and famous, but we will do everything possible to support you, your family, or your business into a worry-free future of financial success.
To get rich you might consider working with us! The financial services industry is one of the top paying industries to build a career in.