As an executive and business owner for 15 years, Lyn understands many of the issues women executives and business owners face. She is skilled at listening carefully to ensure she provides guidance consistent with her clients’ values. Lyn has experience advising women as they negotiate transitions such as career and employment changes, selling a business, and retirement.
As a woman who has experienced divorce personally, Lyn is familiar with the complex and overwhelming array of decisions facing individuals during this and other transitions.
Lyn was an owner at her previous firm for 15 years, where she served as President, CEO, and Senior Wealth Advisor. She decided to join forces with Bay Point Wealth in 2020 to increase the focus on planning and taxes in conjunction with a sound investment philosophy that is more about capturing market returns, controlling what you can control, minimizing taxes and most importantly consistent with helping clients reach their financial objectives.
Lyn specializing in helping women experiencing life transitions such as marriage transitions, active partnership divestments, career changes and retirement. Her experience and opinions have been sought by publications such as Kiplinger’s, Smart Money Magazine, and Business Week*. She has guided many clients through various transitions, helping to turn their challenges and fears into conﬁdence and positive outcomes.
Lyn believes strongly in giving back to the community. She enjoys mentoring young women both privately and as a mentor with Executive Alliance whose mission is to accelerate the success and leadership of accomplished women by expanding their impact and influence through advocacy, education and mentorship. She also serves as Board Member and Chairman of the Finance Committee for Samaritan House in Annapolis helping men on their journey to an addiction free life.
Lyn is also passionate about outdoor activities including running, boating, cycling and kayaking in her off hours.
Lyn lives in Annapolis, Maryland, and works out of Bay Point Wealth’s Annapolis, Maryland office.
*Please Note: Limitations. Neither publications in, or acknowledgments by, the media, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bay Point is engaged, or continues to be engaged, to provide investment advisory services. No such publication should be construed as a current or past endorsement of Bay Point by any of its clients.
email: email@example.com | phone: 410-626-8198
Recognized by Washingtonian Magazine as a
Top Financial Advisor from 2014-2020*
*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bay Point is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Bay Point did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Bay Point by any of its clients.
The Washingtonian distributes surveys to hundreds of people who work in the local financial industry as well as through local financial membership organizations, such as the national capital area chapter of the Financial Planning Association. The surveys ask these professionals whom they would trust with their own money. The Washingtonian does not send targeted surveys to anyone who asks for one, because that would skew the results. In addition, the Washingtonian does their own research, consulting industry experts and publications. The “Top Financial Advisor” names on this list are the people who received the strongest recommendations.