Lynn is a member of the wealth planning team and focuses on providing services in trust and estate planning, charitable giving, and multigenerational wealth transfer strategies to clients. Prior to joining the firm, Lynn worked for 11 years at BNY Mellon Wealth Management as a Wealth Manager and specialized in trust administration and estate planning.
Lynn lives in South Park with her husband, Aaron, and their two children. She enjoys doing yoga, reading, and traveling with her family.
Eductaion & Certificates
B.S. in Business Administration, Bucknell University
CERTIFIED FINANCIAL PLANNER™
Certified Trust and Financial Advisor
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