Meet the team

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Our Principal Advisor and CERTIFIED FINANCIAL PLANNER® is Loyd E Pyle, Jr. As a career naval officer, he brings considerable and valuable experience to the planning process. In addition to understanding the unique challenges of our military families he has substantial corporate experience and business acumen as a former executive at CSX transportation in Jacksonville, Florida. 

Mr. Pyle holds a BS in Economics from the United States Naval Academy in Annapolis, MD, an MPA from Harvard University in Cambridge, MA, an MA from the U.S. Naval War College in Newport, RI and an MS in Financial Planning from the University of Georgia in Athens, GA. 

He passed the NASAA Series 65 Uniform Investment Adviser Law Examination and CFP Board certification. He currently serves on the board of the National Association for Veterans and Families.

Mr. Pyle and his wife of 38 years have two grown children.

Helping with all of our administrative and communication needs is our Administrative Coordinator Shari. As a military spouse with 13 family moves, Shari has learned to juggle and manage diverse settings and situations. 

Shari has a BA in Communication Arts from the University of West Florida; she concentrated her studies on marketing and public relations. She expanded her educational background with a MS in Health Promotion from the University of North Florida. She has accrued over 20 years  experience creating and instructing courses and workshops. Her vast experience includes instructing large groups, small groups, and individuals within a variety of venues, as well as, assisting administratively with the development of courses and programs. Shari's previous experience as a course instructor has been dedicated to assisting and motivating adults in reaching their fullest potential both academically and professionally.