As sweet as apple pie, Lynn has been in the financial industry for over 21 years. While most of her career was spent managing client portfolios, her passion has always been client relationship management – taking great care of clients! What she loves most about her job is building lasting relationships with the Advisors she helps as a Virtual Administrative Assistant. Lynn is a rockstar when it comes to a variety of administrative tasks.
Although she loves what she does, she would say her most significant accomplishments in life are her four daughters and five grandsons. Ask anyone around her, and they will tell you Lynn is the best cook in Texas (baking, not so much). Lynn is a sucker for music venues, especially Red Rocks Amphitheater, and enjoys relaxing days drinking wine at vineyards. She has three pups, Bitsy, Bonnie, and Pappy. She may be sweet, but she is very competitive, especially when it comes to playing Dance Dance Revolution with her grandkids (ask her how she broke her ankle).
Series 6, 7, 63, SIE held through LPL Financial. Series 65, 66 held through Western Wealth Management, LLC