Tad M. Lyle, RFC®


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 financial event of their lives-the transition out of their business/profession into the next chapter of their lives. Tad has more than 28 years’ experience working with business owners and individuals. He provides services related to tax savings strategies, business exit planning, retirement design and estate planning. He is highly regarded for his creative problem-solving and big picture focus. Tad has been recognized since 2009 as a Denver area FIVE STAR* Best Wealth Manager for Business Planning by publications such as 5280 Magazine and Colorado Biz.

Betsy F. Lyle, CPA**

Betsy's experience as a small business consultant for Price Waterhouse makes her an integral member of our team. Betsy's role is facilitating us in working with our network of advisors and clients. Her attention to detail coupled with her financial background translate into a high level of customer service and reporting. She is licensed in Accident/ Health and Life Insurance. Betsy graduated from Arizona State University with a BA in accounting. She is active in the community and volunteers her time with several local non-profit entities.

Jennifer Moore

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 customer service while maintaining an efficient office. Jennifer holds a Life Insurance producer license. Jennifer graduated from Colorado State University with a BA in music education. She also earned an MA in education from Lesley College in Massachusetts. Jennifer is a member of the Kantorei Chorale Group where she celebrates her passion for singing.