Knowledge, experience, leadership And the confidence to pursue your goals

The core of any relationship depends on trust. Trust develops through shared experiences and communications. One of the greatest values that Lynn brings to her relationships is thoughtful listening and an atmosphere where they explore the future together. Her desire is to work with her clients to create a plan - both personal and financial, that will give them the freedom to pursue their passions and goals knowing they can trust her with the complexities of their situation.

In addition to nearly 30 years of experience in wealth management, Lynn earned both a Bachelor and Master of Science degree in Agricultural Research from the University of Minnesota. She is a member of the Junior League of St. Paul and has recently served on the investment committee. In her free time she enjoys gardening, traveling and spending time with her husband Kelly and their son Willie. They live in Eagan. 

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

First Vice President - Wealth Management

St. Paul

January 1992 - Present

University of Minnesota

Research Coordinator

St. Paul

April 1987 - December 1991

Accomplishments

  • Wealth Advisor
  • Chartered Retirement Planning Counselor (CRPC®)
  • Retirement Planning Specialist (Focus 100 Recognition)

Education

  • M.S. Agricultural Research, New Mexico State University, 1984
  • B.S. Agricultural Research, University of Minnesota, 1981

Licenses

  • Series 63, Uniform Securities State Agent
  • Series 7, General Securities Representative
  • Series 65, Investment Advisor Representative
  • Life, Health Insurance and Variable Annuities Licensed: ID, MN, NY, OH, WI

Personal & Community

  • Involved in the community, Lynn is a member of the Junior League of St. Paul and also serves on their Investment Advisory Committee.
  • Lynn enjoys cooking, gardening, camping and traveling.
  • She also loves spending time with her husband, Kelly and son Willie.

Registered States:

AZ, CA, CO, DC, FL, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NM, NY, OH, OR, SC, SD, TX, VA, WA, WI