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Patricia A. Lloyd, CFP®, CDFA™, CPA, MBA
 Patricia is one of the co-founders and managing partners of Prism Financial Concepts, P.C. She has been in the financial services field for 20 years and started her own accounting firm in 2000. She attended Arizona State University and University of Phoenix where she obtained a Masters of Business Administration in Accounting. She has a strong background in construction and real estate.
Pat holds the following designations and licenses:
- Certified Financial Planner™ (CFP®)
- Certified Divorce Financial Analyst™(CDFA™)
- Certified Public Accountant (CPA)
- Series 7 and 66 Securities Registrations
- Arizona Life/Health and Property Casualty Insurance Licenses
- California Life/Health Insurance License
- Arizona Real Estate License
Pat grew up in New Hampshire and relocated to Arizona in 1989. She has two amazing children - 8 year old daughter Bria and 5 year old son Brian. |
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D. Tyler Heymann, CFS
 Tyler is one of the co-founders and managing partners of Prism Financial Concepts, P.C. He first entered the financial services field in 1995 and started his own planning firm in 2003. He attended both the University of Arizona and Arizona State University where he studied Finance and Accounting.
Tyler holds the following designations and licenses:- Certified Fund Specialist (CFS®)
- FINRA Series 7, 63, and 65 Securities Registrations
- Arizona Life, Accident and Health license
- California Life, Accident and Health license
- He is currently working on his Masters in Financial Services
Tyler has been married to his wife of 10 years Stephanie (from Cleveland, Ohio) and has a 6 year old son Max and a 4 year old daughter Paige. |
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Myra Alport, Client Service Liaison
 As Client Service Liaison in Prism’s Investment Division, Myra is responsible for all operations and service-related matters pertaining to new and existing accounts and transfers. Myra came to Prism in 2007 with a lengthy record of accomplishment in the financial services industries in both the public and private sectors.
Myra holds FINRA Series 6 and 63 as well as Arizona Life and Health Insurance licenses. She is a graduate of The University of Illinois-Urbana with a B.S. in Consumer Economics. |
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©2012 Prism Financial Concepts, PC. All rights reserved.
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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of:
GA, NV, FL, AZ, ZA, CO, NC, OH, TX, VA, WA, IL, NJ, KY, NY.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Prism Financial Concepts are not affiliated.
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