Meet The Team
CEO, LUKE LLOYD CRPC®
After years of navigating the financial world—working alongside Wall Street’s top minds, advising high-net-worth clients, and sharing his insights on national media — Luke Lloyd knew it was time to take the next step. With a deep-rooted passion for capitalism, free markets, and small business, he set out to create something of his own: Lloyd Financial Group. Luke built Lloyd Financial Group on the foundation of independence, integrity, and innovation — principles that are often lost in traditional financial firms.
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As a Chartered Retirement Planning Counselor™ (CRPC®), Luke brings a specialized focus on helping individuals and families navigate the transition from wealth accumulation to retirement income and distribution.
By leveraging his extensive knowledge in economics, investing, and wealth management, along with a vast network of industry leaders, he crafted a firm designed to provide clients with unbiased, strategic, and forward-thinking financial solutions. Having witnessed firsthand how large financial institutions often prioritize corporate interests over individual clients, Luke envisioned a different approach — one that prioritizes personalized service, tailored investment strategies, and a commitment to long-term financial success. Lloyd Financial Group was born out of this vision, offering clients a trusted partner who truly understands the complexities of the market and is dedicated to helping them build and protect their wealth.At its core, Lloyd Financial Group is more than just a wealth management firm — it’s a reflection of Luke’s values, expertise, and entrepreneurial spirit. It represents the culmination of his journey, from a young entrepreneur in Ohio to a nationally recognized financial expert. And as he continues to grow the firm, one thing remains constant: his unwavering commitment to helping clients succeed in an ever-changing financial landscape.
CIO, COLIN SYMONS CFA®
Colin Symons brings more than 25 years of investment management experience and a lifelong passion for solving complex financial challenges. Raised in Pittsburgh, Pennsylvania, he earned his undergraduate degree from the prestigious Williams College in Massachusetts before beginning his career as a computer systems developer. Working with the federal government and one of the nation's largest financial institutions in Washington, D.C. and New York City, Colin developed the analytical and quantitative skills that continue to shape his disciplined investment approach today.
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Driven by a passion for the capital markets, Colin transitioned into wealth management by joining the Registered Investment Advisor Dollins Symons, where he ultimately became Portfolio Manager in 2000. Over the following two decades, he built the firm into Symons Capital Management, serving as its owner and Chief Investment Officer until its successful acquisition by Strategic Wealth Partners in 2021. Following the transaction, he continued advising clients and managing portfolios before joining Lloyd Financial Group.
As Chief Investment Officer of Lloyd Financial Group, Colin leads the firm's investment strategy, portfolio construction, and market research. He combines decades of portfolio management experience with a data-driven, disciplined investment philosophy designed to help clients navigate changing market environments while pursuing their long-term financial goals. Whether analyzing economic trends, evaluating investment opportunities, or managing risk, Colin is dedicated to delivering thoughtful, evidence-based investment decisions that give clients confidence in their financial future.
TAX PARTNER, PHIL LAUBE CPA®
Phil Laube is a Certified Public Accountant and the owner of The Tax Lobby, where he works closely with individuals and small organizations to simplify taxes and strengthen financial decision-making. Recently retired from a distinguished 35+ year career in higher education and public accounting, including EY and a small venture capital backed software company, Phil has partnered with institutions across a wide range of industries, always focused on helping organizations stay successful, efficient, and responsive to their markets.
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With deep interests in entrepreneurship, education, and process improvement, Phil brings a practical, people-first approach to every client relationship.
