As our Managing Partner and Lead Advisor, Lynn has helped us direct a culture focused on client services and relationships as a cornerstone to our planning process. As a Certified Financial Planner CFP®, Lynn knows how to help our clients balance their financial priorities, invest effectively for their situations and the markets, and develop “outside the box” strategies when plans need to evolve.
Over 15 years of software engineering, Lynn pursued her original career ambition of financial planning in an amateur capacity. She was highly involved in the management of her money and investments.
Ultimately, financial planning called her back in 2004 and she received her CFP in 2012. A few years later, Lynn and Sam merged to provide their clients with even greater service and resources.
Now, Lynn leverages her engineering prowess and analytical skills to build strategies for our client’s financial and life goals. She has a distinctive gift for unraveling complex concepts and topics by transforming them into easy-to-understand conversations that address our clients’ needs.
Seven years in martial arts earned her some bumps and bruises and a 2nd Degree Black Belt in Tae Kwon Do. Lynn and her husband have been happily married for over 30 years.