Our Team

For 29 years, Lynn has been providing executives and business owners with comprehensive investment and retirement planning solutions. His areas of focus include providing individually-designed retirement planning, college funding,...

Shawna is a compassionate, detail-oriented, honest, loyal, perfectionist who is the assistant to Lynn Clark. She wears many hats at the firm, including helping with customer service, ongoing support for both individual and corporate...

Elle joins the Halcyon Team as our Manager of Client Relations and Administration. She will focus on client interactions, striving to provide each client with meaningful experiences which we, at Halcyon, believe is an integral part of...