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:

  • Develop personalized retirement plans
  • 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.
  • Address the special needs of small business owners, sole proprietorships, and professional practices.

Lynn is registered with Cetera Advisor Networks LLC and is an Investment Adviser Representative of the Cetera Advisor Networks LLC. Cetera Advisor Networks LLC, member SIPC, is a Registered Investment Adviser and a full service broker/dealer.