Lynn is Senior Client Service Associate dedicated to helping provide an exceptional client experience.  She holds an associate’s business degree in accounting/business management.  She assists clients and financial advisors with many essential administrative duties. 

Before joining our team in August, 2019 Lynn was a Commercial Loan Documentation Specialist at BB&T and has over fourteen years of experience in the financial services industry. 

Throughout her career in financial services Lynn has exercised her compassion, attention to detail and dependable nature to clients.  She provides them with a high level of dedicated service. Each client request or question is approached with a positive attitude and conscientious manner.

Lynn is originally from Easton, Pennsylvania and now resides in the West End of Allentown. When not in the office Lynn enjoys traveling with family and friends, and being outdoors soaking up the sun in the warm weather months. At home she enjoys reading, playing cards, and working on puzzles in addition to cooking with her two sons Anthony and Phillip.