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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. Lynne and her family are sports enthusiasts and enjoy outdoor life in Austin with their 3 dogs and horses.
As a native Texan who has devoted his entire professional career working in the financial markets, both as an attorney and as a financial advisor, Richard brings an extraordinary perspective to our wealth management practice. Richard has spent many years representing investors and now focuses much of his time advising clients on how best to manage their assets. He previously worked as a financial advisor, regional sales manager, and regional marketing manager for several broker/dealer firms. He has also served on the Board of Directors of the Public Investors Arbitration Bar Association (PIABA) from 2009-2015. A big Dallas Cowboys' fan, Richard enjoys spending time between his hometown of Dallas and Austin with his wife.
Richard Lewins Wealth Advisor
Jara is a native of Southeast Missouri and studied Fashion Design in college. She began her financial career in 1992 working at Stifel Financial and has over 30 years of experience in the financial services industry, 20 of which she has worked specifically with Registered Investment Advisory Firms. She has vast experience servicing a wide range of investment products on many different platforms. Along with her love of helping clients in the financial industry, Jara has a love of cooking and baking which she enjoys with her teenage daughter and her two cats.
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