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Robert Lyman, CLU®, ChFC®, CFP®

Robert Lyman, CLU®, ChFC®, CFP®

Managing Partner

As Managing Partner of Sequoia Financial Network, Robert Lyman brings more than 35 years of experience in financial planning, insurance and wealth management to his role as advocate for the network’s advisor partners. Bob founded Sequoia Financial Network to provide financial advisors an opportunity to build their own independent practices within a culture emphasizing peer interaction and mentoring, logistical support, shared overhead and other economies of scale.

The firm’s advisor/partners benefit from his leadership and relationship management skills honed over more than three decades as well as his in-depth knowledge of financial planning, advisory services and insurance programs.

He is a CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant® (ChFC®). Bob holds his state Life & Health / Long Term Care and Property & Casualty licenses. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and served as President for the Chicago Region in 2002-2003. In 2011, Bob was the recipient of the NAIFA Leadership Life Award; an award based on dedicated service to the NAIFA membership and the industry. He is also a member of the Financial Services Institute.

Bob is a graduate of the University of Illinois where he obtained his Bachelor of Science degree in Political Science.

He lives with his wife Jill in Mundelein, IL. He has four children, Norie, Sean, Brigitte and Patrick. He is active in his community and serves on the board of Chicago Sports Leader. He enjoys coaching and watching a broad range of sports, and is an avid reader with a reference for works on history and leadership.