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CA Insurance License # 4230669
As a Financial Advisor, Lynn provides individuals, families, and business owners assistance in building their own financial freedom. With the necessary skills, knowledge, and experience, Lynn helps her clients establish, plan, and attain their unique fiscal and lifetime goals. Drawing from her personal experience as a single mom of 21 years to her two cherished daughters, she has successfully carried out her vision of developing economic independence while allowing for the important balance of her family and faith.
Lynn finds purpose, passion, and gratitude in becoming a lifetime resource for each client as they navigate forward in their own respective financial path. Licensed in the industry since 2005, she presents a can-do attitude towards empowering others, utilizing tools and information needed for her clients to make clear, knowledgeable decisions. As a prior Successor Trustee and Personal Representative of two separate late family members, she has extensive experience with trust, probate and estate handling responsibilities.
Outside of her role as a financial advisor, Lynn loves to spend time with her recent spouse. Together, they enjoy working on home improvements, creating, and enjoying delicious meals and traveling. Lynn values the accomplishments of her grown daughters in their personal and professional lives. She is active in her church community, enjoys playing piano and investing time with her beloved Shih Tzu, Sophie.
I am licensed and registered to offer products and services in SC. Licenses and registrations will vary. Domiciled in SC
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