Ted McLyman

Ted McLyman

Financial Strategy Coach

Ted McLyman has over 25 years experience as a leader, educator, financial advisor, business owner, and triathlon competitor. He is the author of the bestselling book Money Makes Me Crazy, and the creator of the industry-renowned Quick Scan System of behavioral finance resources — a suite of tools that helps financial professionals and their clients make better decisions in planning for their financial future.

This system includes the highly-regarded Money Temperament™ assessments which uncover how clients’ predispositions influence money decision making.

As a retired Marine Corps Officer, Ted offers a wealth of experience from his military background. During his career in the Corps, he served as an artillery and a financial management officer, as an economics instructor at the U.S. Naval Academy in Annapolis, Maryland, as Aide to the Assistant Secretary of the Navy for Financial Management, and saw combat during Operation Desert Storm. With unparalleled leadership aptitude and rock-solid economic knowledge, Ted helped countless young Marines, officer candidates, and senior executives with their financial matters.

Ted earned his Bachelor of Arts in Social Relations from Colgate University and went on to attain his Master of Science from Boise State and his Master of Arts from Pepperdine University. Ted was an advisor and a district agent with First Command Financial Services, earning recognition as a Pinnacle Producer and Diamond District advisor. For three years he was a district manager for Waddell and Reed, earning GAMA honors for his success in leadership in recruiting. He significantly improved the performance of every office he managed, transforming them into award-winning districts.

Ted has been married to his high school sweetheart for over 35 years. They have two adult daughters and one granddaughter. He and his wife make their home in Augusta, GA. Ted’s also an ironman triathlete who competes in events throughout the country, often with his triathlete daughter

Recent Speaking Engagements

National Association of Insurance and Financial Advisors (NAIFA) events throughout the Southeast U.S.

NAIFA Conference, Atlanta, GA

Annual Conference for Leaders in Insurance and Financial Services, Hilton Head, SC

Young Professionals’ Leadership Training, Augusta, GA

Annual Conference on Financial Education, Orlando, FL

Florida Financial Planning Conference, Tampa, FL.

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