Michael Lyman, CLU, ChFC

Michael Lyman is a Principal and the Founder of The Lyman Group. Prior to founding The Lyman Group, he served as President of Benyon Lyman & Associates. He is a long-standing member of the Estate Planning Council, Seattle Foundation, National Association of Insurance and Financial Advisors, the American Association of Life Underwriters (AALU), and is a member of the Million Dollar Round Table with "Top of the Table" distinction. Michael is regarded nationally as a strategic leader in both estate planning and business protection strategies for closely-held businesses. Michael graduated from the University of Iowa with a BA in psychology and minor in business. He also attended the Harvard Business School-Broadcast Management School in 1978. Michael enjoys golf, fly-fishing, winter sports, cooking, and hunting in his free time.

Michael J. Keever

Michael J. Keever is a Principal of the Lyman Group and Founder of Keever Capital, LLC, an investment strategy firm partnered with The Lyman Group. Prior to founding Keever Capital, he served as a Senior Vice President at Ragen MacKenzie for 12 years, acquired by Wells Fargo Investment Services. With more than 30 years of experience in the brokerage industry, Mike has also served in financial consulting with Smith Barney, Oppenheimer & Company and with Kidder, Peabody, & Co. Mike is a graduate of The University of Washington with a degree in economics. He is a Registered Investment Advisor Representative. Mike is also a recipient of the FIVE STAR Best Personal Wealth Manager for Seattle, Washington. Actively involved in his community, Mike volunteers for local youth athletics and also supports The Boys & Girls Club, Youth Eastside Services, Special Olympics, and Children's Hospital through volunteering and fundraising. Mike and his family enjoy numerous outdoor activities including mountain biking, hiking, skiing, and boating.

Melinda Crandall

Melinda Crandall is a Principal, the Chief Operating Officer, and the Chief Financial Officer of The Lyman Group. She has more than 35 years of experience in the life insurance industry and has been with the firm since 1979, serving in various capacities as a key member of the management team. In addition to her responsibilities for the day-to-day operation of the company, she is responsible for strategically enhancing the financial performance of the firm and making recommendations on business opportunities. Melinda is a graduate of the University of Washington with a BA in psychology. Her outside activities include yoga, cooking, and singing in a community choir.

Constance L. Carroll

Constance L. Carroll is a Principal and the Marketing Director of The Lyman Group. Connie joined the firm in 2011 with 15 years of experience in the financial services industry. Connie is responsible for the firm's marketing initiatives, business development, and relationship management. She also plays an integral role in management and execution of the firm's core competencies, including estate, business succession, and wealth planning. Connie joined The Lyman Group after ten years with M Financial Group, where she led the company's sales and marketing team. Connie graduated from the University of Washington in Seattle, Washington, and is a member of the American Association of Life Underwriters (AALU). She enjoys travel, cooking, fishing, and hiking in her free time.

Michael Rokasy, CPA

Michael Rokasy is a Principal of The Lyman Group. Mike joined the firm in 2005 after a successful career in public accounting, specializing in providing tax, accounting, and financial strategies to individuals and closely-held businesses. Taking advantage of more than 15 years of experience, Mike implements The Lyman Group's specialized services, concentrating on developing unique and effective strategies for individuals, families dealing with estate planning and Long Term Care needs, as well as executive benefits, business retention, and succession strategies. His own personal family experiences inspire his passion to understand our clients' needs and concerns, and his strong foundation as a CPA and financial services professional provide the expertise to collaborate with our clients to best achieve their planning goals. Mike is a member of the Estate Planning Council of Seattle (EPC), Washington Society of Certified Public Accountants (WSCPA), Northwest Family Business Advisors (NWFBA), National Association of Insurance and Financial Advisors (NAIFA), and the American Association of Life Underwriters (AALU). Mike earned his BA in accounting from Western Washington University. Mike and his wife Katy enjoy living in the Ballard neighborhood of Seattle as well as hiking, traveling, and cooking with friends.

James R. Bocinsky

James R. Bocinsky joined The Lyman Group in 2005 as a Marketer and Advisor of Keever Capital, LLC, an investment strategy firm partnered with The Lyman Group. James is a fully licensed asset manager, providing primarily listed security related investment guidance, private placement offerings, and cash alternative strategies. Keever Capital offers clients high-touch, customized personal service and support without compromising performance. Prior to joining the firms, James served as a Financial Consultant with MassMutual Financial Group. James is a five time winner of the FIVE STAR Best Personal Wealth Manager for Seattle, Washington. Published by Seattle magazine, this elite award is based on an independent survey that evaluates more than 11,000 wealth managers in the Seattle area for those scoring highest in client satisfaction. James graduated from the University of Washington with degrees in economics and geography. He is an avid golfer and enjoys other activities including skiing, snowboarding, hiking, running, and travel.

Matthew Jensen

Matthew Jensen is the Senior Case Design Analyst of The Lyman Group. Matt joined the firm in 2010, specializing in case design and illustration. With a personal background of involvement in a four-generation Seattle family business, Matt has gained unique exposure to estate and succession issues that he is able to creatively apply to strategies designed specifically to the individual needs of clients. Matt holds a master's degree in economics (with honors) from Universteit van Amsterdam, and a BA in finance and economics from Western Washington University. In his free time, he enjoys fly fishing, basketball, skiing, and reading.

Angelica Wilson

Angelica Wilson joined The Lyman Group in 2011 as an Underwriting Coordinator, with three years of experience in underwriting. Angelica is responsible for managing The Lyman Group's new business process, including insurance and annuities. She holds a BA in business administration with a focus on finance, from the University of Washington Bothell. In her free time, Angelica enjoys reading, cooking, camping, spending time with family and helping in her community.

Jennifer Everett

Jennifer Everett joined The Lyman Group in 2012 as a Support Advisor, with 15 years of experience in the investment industry. Jennifer is responsible for supporting Keever Capital advisors as well as assisting with The Lyman Group strategies. Prior to joining Keever Capital, Jennifer served as a client analyst and senior registered sales associate for The Rainier Group , Goldman Sachs & Co., and RBC Dain Rauscher. In her free time, Jennifer enjoys skiing, cooking, projects around her house, and spending time with family and friends.