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,...

Carolyn is our firm’s Director of Retirement Plan Services and focuses on both the firm’s 401(k) advisory services as well as individual financial planning. She maintains and strengthens the bonds between the firm and its...

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...

Mark’s 37-year tenure in the financial industry began at Arthur Andersen in Dallas in 1981. He holds a BBA from the University of Texas honors accounting program and a Master’s in Tax, also from the University of Texas....

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...