top of page
MEET OUR TEAM
Our team of seasoned financial professionals, with over five decades of combined experience, are dedicated to helping clients navigate their unique financial paths by building relationships based on trust and knowledgeable advice, which is the foundation of our principles. Life’s most meaningful paths are those traveled together, and we look forward to being part of your journey.
Lynne Wiggins
Founder and CEO
A thirty-five year veteran in the securities industry both as an Attorney and Financial Advisor, Lynne enjoys working closely with her clients in developing an overall strategic wealth management plan aligned with their goals and family legacy plan. As an award-winning Advisor, FINRA Arbitrator, former SEC Attorney and trial counsel for several Fortune 500 companies, Lynne's experience spans decades and across multi-disciplines.​ Lynne and her family are sports enthusiasts and enjoy outdoor life in Austin with their 3 dogs and horses.
.png)
Richard King
Wealth Advisor, CRPC
A seasoned financial professional, Richard has a passion for providing a strategic, comprehensive approach to wealth management guiding families, business owners, and corporate executives through financial planning designed to shape their futures. Richard holds a Bachelor of Science degree from West Point and has continued to deepen his knowledge, earning the Certified Retirement Planning Counselor (CRPC) designation. Beyond his work, Richard thrives on adventure- whether traveling, skydiving, or tackling hands-on projects at home. He and his wife share a love for animals, caring for their two dogs and cats.
Richard has devoted his entire professional career working in the financial markets, both as an attorney and as a financial advisor. He brings an extraordinary perspective to our wealth management practice and has spent many years representing investors and now focuses much of his time advising clients on how best to manage their assets. 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 Tyson
Administrative Assistant
Jara began her financial career in 1992 and now 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.
etf.com's TOP 100 Financial Advisors
These ratings were provided on November 18, 2024 by etf.com. It covers the time period of Jan 1, 2024 - June 20, 2024. There was no compensation exchanged in consideration for this Rating. For more information, please visit https://www.etf.com/top-100-advisors. All individuals or entities listed were selected based solely on merit, publicly available information, and/or information provided directly by applicants.
bottom of page