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, competitive employee benefits packages for closely-held businesses, and providing business succession planning for business-owner clients.
“My goal has always been to create lasting relationships with clients that will carry on from generation to generation. The only way to do that is to maintain the highest level of commitment, integrity, and concern for my clients’ welfare.”
Lynn’s experience in financial assessment, market analysis, and account management helps him provide both short- and long-term financial planning strategies for even the most complex situations. His commitment to both fee-based and non-fee-based financial planning scenarios ensures clients receive appropriate advice and personal choice in every aspect of planning.
Lynn and his wife of 38 years, Ann, live in Coppell and have two adult children.
Lynn is a Registered Representative of Kestra Investment Services, LLC and Investment Advisor Representative with Kestra Advisory Services, LLC.