With more than 25 years of experience in the financial services industry, Lynn is passionate about helping highly successful families, executives, and business owners accomplish their financial objectives. A graduate of Harvard University, two-time magna cum laude recipient, and phi alpha chi honor’s society member, Lynn brings a rigorous, research-driven approach to the field of wealth management. As a nationally recognized wealth planning expert, Lynn has regularly been featured in such publications as The New York Times, The Wall Street Journal, Kiplinger, Forbes, CNBC, and many others.

Dedicated to a holistic approach to wealth management, Lynn has met the stringent education, exam, ethics, and experience requirements to become a CERTIFIED FINANCIAL PLANNER® professional.

Lynn is also an Enrolled Agent (EA) of the IRS. Similar to CPAs and tax attorneys, EAs are recognized as “America’s tax experts,” and they are licensed to advise and represent clients before the IRS on all business, individual, estate, and trust tax matters.

With extensive experience working with successful family business owners and executives, many of whom have complex estate planning needs, Lynn has been awarded the prestigious Accredited Estate Planner® (AEP®) designation, a graduate level, multi-disciplinary specialization in advanced estate planning. The AEP® designation is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.

Lynn and his team regularly advise clients on advanced philanthropic planning strategies, and he has completed his Chartered Adviser in Philanthropy® designation (CAP®) from the American College of Financial Services.

When not working, you can find Lynn spending time with his little girl, cooking, cycling, writing, enjoying good food, and enjoying long-distance trail running in the Colorado Rocky Mountains.