My Practice

For more than twenty years, Lynn has served the financial needs of individuals, small business owners and professionals in North Texas. She works with her clients to:

• Design and manage investment portfolios that balance risk and performance
• Accumulate, protect and preserve wealth
• Plan the distribution of wealth using tax-aware approaches
• Manage funds from employer retirement plan rollovers, inheritance, divorce, and large sum settlements.
• Develope a plan to address potential long term care needs in retirement
• Advise clients who need to consolidate and manage their parents' assets.

Lynn is registered with Cetera Wealth Services LLC, member FINRA/SIPC.  Advisory services are offered through Cetera Investment Advisers LLC, a registered investment adviser.