My Qualifications

Lynn has provided financial solutions for her clients for more than twenty five years. 

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 and financial management. She also holds a BS in business from the University of Evansville (IN).

Lynn has frequently been cited in publications including:  The Dallas Morning News, USA Today, The Indianapolis Star, and Park Cities People.