With her unique background as a former nurse, Lynn brings a wealth of empathy, organization, and exceptional client service skills to her role, ensuring that our clients receive the highest level of care and support.

Lynn’s previous experience as a nurse has ingrained in her a deep understanding of the importance of providing personalized and attentive service to individuals during times of need. She carries this ethos into her current role, where she excels in fostering strong client relationships and ensuring their financial needs are met with the utmost professionalism and compassion.

As a Client Services Coordinator, Lynn is highly skilled in managing client inquiries and administrative tasks with efficiency and precision. She assists clients with various tasks, such as account openings, transfers, documentation, and ongoing service needs. She understands that each client has unique requirements, and she goes above and beyond to provide tailored solutions and exceptional assistance. 

Lynn’s background as a nurse has instilled in her a natural ability to listen and empathize with clients. She has a keen understanding of the importance of active listening, allowing her to fully grasp clients’ financial goals and concerns. By providing a supportive and empathetic environment, Lynn ensures that clients feel heard, understood, and valued throughout their financial planning journey.