Boca Raton, FL
“Financial planning is like a round of golf, there is a “front 9” and a “back 9”. Although nothing is guaranteed, whether or not you enjoy your “back 9” of life is dependent upon the decision-making, planning, and life experiences during the “front 9” of your life.”
After a successful 28-year career in the golfing industry (with 20 years spent at Wycliffe Golf and Country Club in Wellington, FL as the Director of Golf), Lynn entered the financial services industry to help individuals achieve their financial goals.
Throughout her tenure at Wycliffe, Lynn demonstrated strong analytical skills, managed extensive budgets, developed strategic business plans and formulated processes to enhance organizational efficiency. The department was efficiently run and an excellent member experience was achieved by ensuring that members felt the club was an extension of their home, and that staff was personally invested in members’ best interest. Lynn transitioned into financial services two years ago and continues to apply the membership excellence standard in the financial planning process.
Lynn is highly collaborative with her clients, spending time understanding their unique needs and goals, developing strategies that help clients lay a foundation so that they can enjoy the “back 9” of their lives.
Lynn holds Series 7, 63 and 65 licenses, as well as a Series 0215 life insurance license that includes variable, fixed annuity and health. She holds an MBA from the University of Phoenix.
She previously held the PGA Class “A” Golf Professional Certified Club Manager (CCM) designation. Lynn is working on completing a Certified Financial Planner (CFP) designation at Boston University.