MEET OUR TEAM
WHO WE ARE
We are a team of financial professionals based in Austin, Texas with combined experience spanning over five decades. In 2021, we launched our collective experience and began working with RFG Advisory, an innovative and award-winning financial platform for independent advisors. With the benefit of integrated resources and financial acumen, we offer you, your family and/or business, comprehensive strategies into one customized plan. Relationships built on trust and informed advice are our foundation and serve to guide our individual and collective journeys. Here in Austin we embrace the vibrancy and spirit of "community" - growing, reaching and always in motion. It's a constant reminder that community adds a richness to our journeys. We look forward to being a part of yours.
Founder and CEO
A twenty-five year veteran in the securities industry both as an Attorney and Financial Advisor, Lynne enjoys working closely with her clients and developing an overall strategic wealth management plan aligned with their goals and family legacy plan. As a FINRA Arbitrator, former SEC Attorney and trial counsel for several Fortune 500 companies, Lynne's experience spans decades and across multi-disciplines. Her passion for helping clients, extensive knowledge of the financial markets and her dedication to a high standard of excellence provides her clients with the roadmap to their desired financial destination.