Broker Check

Our Team

Betsy F. Lyle

betsy@tadlyle.com

Betsy's experience as a CPA in the small business consulting division at Price Waterhouse makes her an integral member of our team. Betsy's role is to facilitate us in working with our network of advisors and clients. 

Read more

Jennifer Moore

jennifer@tadlyle.com

Jennifer’s organizational skills and outgoing personality contribute to the caring atmosphere of our practice. Hers is the friendly voice our clients hear when they call Planning Resources, Inc. She provides our clients with superior...
Read more

Tad M. Lyle, RFC®

President

303-649-2162

tad@tadlyle.com

Tad is president of Planning Resources, Inc., a Denver-based company specializing in helping business owners and individuals achieve financial and emotional security by planning for and successfully executing the single most important...

Read more