About Lynn
Lynn is a consummate “people person” who genuinely cares about every aspect of Focus Partners Wealth’s clients’ lives. With over 12 years of experience assisting clients, she takes the time to get to know them and their families—remembering even the smallest details—and always makes them feel valued. Lynn backs up her softer side with strong organizational skills and attention to detail as she flawlessly assists clients with their day-to-day account needs. Her warmth and enthusiasm fit right into the Focus Partners Wealth culture as she supports the wealth advisors so they can focus their time and attention on the firm’s clients.
In her free time, Lynn loves to sing karaoke, especially Tina Turner and Captain and Tennille songs.
Education and Professional Milestones
-Joined Focus Partners Wealth through the firm’s merger with Bridgewater Wealth & Financial Management
-Has held roles as a senior registered client associate supporting five advisors and their clients and as a retirement plan coordinator for a prominent wealth management firm
Lynn is a consummate “people person” who genuinely cares about every aspect of Focus Partners Wealth’s clients’ lives. With over 12 years of experience assisting clients, she takes the time to get to know them and their families—remembering even the smallest details—and always makes them feel valued. Lynn backs up her softer side with strong organizational skills and attention to detail as she flawlessly assists clients with their day-to-day account needs. Her warmth and enthusiasm fit right into the Focus Partners Wealth culture as she supports the wealth advisors so they can focus their time and attention on the firm’s clients.
In her free time, Lynn loves to sing karaoke, especially Tina Turner and Captain and Tennille songs.
Education and Professional Milestones
-Joined Focus Partners Wealth through the firm’s merger with Bridgewater Wealth & Financial Management
-Has held roles as a senior registered client associate supporting five advisors and their clients and as a retirement plan coordinator for a prominent wealth management firm