Lynn joined Silversage Advisors as Client Services Manager, a critical role in our team’s operations. She leads a dynamic client services team focused on providing the highest levels of support to the team’s financial advisors and clients. Lynn is responsible for administrative and operational duties, which includes developing new and innovative ways to provide our clients with outstanding experience. She ensures that processes run smoothly with our advisors and clients to set everyone on a path for success.
With over 25 years of experience at Bank of America and Edward Jones, Lynn has partnered with numerous financial advisors and specializes in building customer service processes to help clients receive exactly what they need and more than they expect. Much of our team’s success can be attributed to Lynn’s dedication, hard work, sincerity, and thoughtfulness.
Lynn recently returned to the Golden State to be near her family and pursue a wide variety of interests outside of the office – everything from mountain biking and Peloton to ocean paddle boarding and soaking in the California sunshine with her Mini Aussie, Koa Bear.