Lyn was an owner at her previous firm for 15 years, where she served as President, CEO, and Senior Wealth Advisor. She is a member of the Leadership Premier Howard County, Class of 2014. She received her Juris Doctor from George Mason University School of Law and is a member of the Virginia State Bar. She is also a CERTIFIED FINANCIAL PLANNER™. She has been named a Top Financial Advisor by the Washingtonian since 2014.
Lyn focuses on long term financial planning, including tax strategies, insurance analysis and investment management for individuals and client families.
She is active in many professional organizations. She is a member of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and the Howard County and Anne Arundel Estate Planning Councils.
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.
About her Clients
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.
Divorce & Widowhood
As a woman who has experienced divorce personally, Lyn is familiar with the complex and overwhelming array of decisions facing individuals during this transition. She has guided many clients through this process, helping to turn the fears into conﬁdence.
Lyn’s experience and opinions have been sought by publications such as Kiplinger’s, Smart Money Magazine, and Business Week. Lyn writes on topics of interest to women. She formerly had a column, HerMoney in HerMind magazine.
Recognized by Washingtonian Magazine as a
Top Financial Advisor from 2014-2020