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Tropical Resort

Experienced Retirement, Medicare and Insurance Planning

Hi, I'm Lynn

I'm a Personal Financial Advisor with 20+ years experience working in the financial industry and really enjoy helping people especially with the how and why of financial education and forward thinking.  I also enjoy volunteering every Saturday and coaching girls volleyball in NYC. 

Please learn more about me and how I got into this profession.

  • LinkedIn
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Process

My easy process allows us to find the best approach for you in a relaxed, stress-free environment.

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Intro Meeting

We discuss your financial needs and learn about each other in order to develop your financial plan.

Image by Med Badr Chemmaoui

Design and Implement

Together, we'll find and implement a solution for you.

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Monitoring

Meeting at least once a year to discuss how your plan is working for you and assess if any changes would be beneficial.

Please Follow Me on Social Media

  • LinkedIn
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