Lynn has 36 years of experience in the industry and has spent the last 24 years as a financial advisor in Santa Fe, New Mexico. Prior to Raymond James, Lynn worked with a number of firms, including Bozart & Turner Securities in Spokane, Washington, where she worked as a municipal bond specialist.
Over her career, she has learned many of the subtleties of the art of successful investing. From fixed income instruments to growth stocks, she has guided clients through all stages of their investment lives. She excels in customizing her client’s portfolios for specific results, based on the client’s experience and input. Lynn is an Accredited Investment Fiduciary® (AIF®). The AIF designation represents a thorough training of knowledge and ability to apply fiduciary best practices and Standards of Care. AIF designees have a duty to implement prudent processes into their own investment practices and assist others in implementing proper policies and procedures.
Lynn has merged her practice with Texas Capitol Group, offering her clients an opportunity to expand their choices and benefit from the experience of two knowledgeable and accomplished financial advisors with a wide range of experience.
When she is not in the office, she can be found with her fabulous cat, Puck, or hiking, doing photography or reading. Lynn also loves to travel, and every year she travels to Cambodia to visit her son, who has lived and worked there for the past four years.