Meet Lynn
Lynn oversees systems designed to promote efficiencies and drive growth in the firm. She is also responsible for providing the ultimate client service experience in our wealth management practice—from onboarding new clients to managing client’s cash needs. She works collaboratively with wealth advisors to provide our clients with a seamless experience and prides herself on her tenacity and desire to get the job done right the first time.
After earning a bachelor’s degree in planning and administration from Pennsylvania State University, Lynn received a master’s degree in systems management from Rush University. She also serves as a notary for our clients.
Lynn and her husband live in the Chicago suburbs and enjoys spending time with her family when she is not playing pickleball or mahjong.
