Lynn‘s time is concentrated on serving large private and public sector employers in the strategic development of financial education and counseling programs focused on employee benefit plans. She also helps coordinate human capital resources firmwide to assist in serving our clients in the most efficient and effective manner possible.
Lynn is a graduate of Converse College, a Certified Public Accountant, Personal Financial Specialist, Certified Investment Management Analyst, and Registered Investment Advisor. She has chaired and spoken at The Conference Board’s Pensions & Retirement Conferences and has presented at The Wharton School, Boettner Center for Pensions and Retirement Research. She is co-author of articles for Benefits Quarterly, the Society for Human Resource Management, Journal of Compensation and Benefits and the Pension Research Council.
How Lynn is building a better working world
“My goal is to help public and private sector clients understand the importance of employee financial wellness programs as part of an overall wellbeing strategy. There is clear research that financial stress can be detrimental to productivity and business overall. While we can’t completely eliminate the financial stressors employees deal with every day, through holistic, unbiased financial education and guidance, we can give them the tools they need to make decisions and take action to improve their financial future.”