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Lynn entered the financial services industry inspired by a family tragedy that taught her the importance of having knowledgeable advisors who put the client's best interest first. This guides her practice daily. She has been an independent financial advisor for more than 25 years.
As a Certified Financial Planner™ professional, Lynn provides investment management and planning for people who are serious about pursuing their financial goals.
Most of Lynn's clients prefer fee-based financial planning and asset management. She customizes client investment portfolios to suit their unique needs and resources. She can review your progress and help you adjust to changes in your life, tax law, and the markets.
Lynn and her Miniature Schnauzer rescue, Dobie, are an active therapy dog team with Heart of Texas Therapy Dogs, Inc. She is also a long-time member of the DFW Financial Planning Association.
As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
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