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Biographical Info

Education

Training

Collaborative Process Orientation-February 2011; 1st Annual Family Tax Seminar-Jan 2013

Profile

Lynn has over 20 years of experience in financial and client services. Prior to joining UBS, she was with Morgan Stanley Dean Witter. Although her expertise extends to asset management, education planning, and estate planning, she has made retirement planning a mainstay of her business. Lynn was awarded a B.S. from the University of Wisconsin – La Crosse, and subsequently obtained Series 7, 31, and 66 licenses as well as life and health insurance licenses. More impressively, she has earned the designations of Certified Financial Planner, Chartered Retirement Planning Counselor, and Certified Divorce Financial Analyst. Outside of work Lynn is active with the Collaborative Foundation of WI, Feeding America, Next Door Milwaukee, and Make-A-Wish WI. Lynn’s husband, Neil, is a lawyer with Magner & Hueneke in Greenfield, WI. Lynn and her husband have a son, Jonathan, and a daughter, Genevieve.

 

 

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17335 Golf Parkway Suite 525 Brookfield WI 53045

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