The Living Planner

Lynn's personal mission takes the guesswork out of the unexpected by making sure that people feel confident and in control of their future.  Clients say that her expertise, combined with her high-touch approach, makes planning simple, smooth and effective.  Through a comprehensive assessment process to capture a client's current situation, she provides the practical resources and follow-up needed to provide protection and direction in advance of important transitions in life. 

Lynn's background includes global leadership positions in aviation, non-profit and business start-up ventures.  Additionally, she served as a volunteer emergency team responder during her years in aviation.  As she dealt with the aftermath of large scale emergencies and the impact to families, she gained a new sense of appreciation for the many moving pieces of life.  This inspiration, coupled with her professional experience, has proven invaluable in guiding others.