Lynn is a dedicated professional and our Branch Operations Manager. She has 25 years of experience in the financial service industry. She holds FINRA Series 7 & 24 licenses, as well as her New York State Life, Accident & Health licenses. She has experience as a Paralegal in the Trusts and Estates.
She has her Bachelor’s Degree in Divinity from UMS, her Legal/Administration Associate’s Degree from Bryant & Stratton Business Institute, and Financial Planning Certificate from Medaille College. She works towards optimum efficiency and compliance of our team.
When Lynn is not in the office, she loves time with her family and friends, rescued dogs and Nigerian Dwarf Goats, and Spiritual Growth.