Broker Check

Our Team

Jerald Lyda

Founder / LPL Financial Advisor

(503) 538-1900

jerald.lyda@lpl.com

Jerrie is the CEO and founder of Lyda Financial. He holds a Bachelor of Arts degree from George Fox University and has been in the financial services industry since 2004. He has the heart of a teacher and focuses on a collaborative,...

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Wendy Gonzalez

Client Service Specialist

(503) 538-1900

wendy.gonzalez@lpl.com

Wendy is a Client Service Specialist at Lyda Financial. She is one of the cheery voices answering the phones and does the majority of our account opening documentation. She has a passion for joyfully helping others, which makes her a...

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Becky Lyda

Client Service Specialist

(503) 538-1900

rebecca.lyda@lpl.com

Becky has just recently joined our team here in the office for a couple days a week, but has been a vital part of the support team since her husband, Jerrie, started Lyda Financial in 2008. Her cheerful attitude and effervescent joy...

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Lisa Everly

Client Service Specialist

(503) 538-1900

lisa.everly@lpl.com

Lisa joined our team in 2018, after many years of front office experience in the healthcare industry. She is a proud Oregon State University alumnus with a BS Degree in Family Resource Management. She enjoys creating a positive and...

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Melissa Yamada

Virtual Administrative Assistant

833-292-6752

admin.lyda@lpl.com

Melissa Yamada is a Virtual Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions. Melissa has over five years of experience in the insurance...

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