My Qualifications


Lynn has provided financial solutions for her clients for more than twenty years. Prior to that, she worked for more than 10 years in progressively responsible positions in business and operations management. This experience has proved invaluable when working with her business owner clients.

In order to better serve her clients, Lynn earned the following certifications:

                             CFP®                    Certified Financial Planner™

                             AIF®                      Accredited Investment Fiduciary

                            CLTC®                   Certification for Long Term Care                   

Lynn earned her MBA in financial management from the University of New Mexico, where she focused on small business management. She also holds a BS in business from the University of Evansville (IN).

Lynn writes and speaks about numerous financial planning issues.  She has frequently been cited in  publications including:  The Dallas Morning News, USA Today, The Indianapolis Star, and Park Cities People.