Client Service Associate
Lynne is one of the first people you’ll see as you visit the office! Her welcoming personality shines through as she greets clients and helps them get settled in before our meetings. She works closely with Scott, attending all client meetings to assist with the documentation and any follow-up tasks. She also helps our clients gather and organize the information that we use in our planning meetings.
Before becoming a member of the firm, she was a part-time virtual assistant which allowed her to stay home and care for her family. Prior to that, Lynne enjoyed her career as an elementary school teacher at schools in Vernon, Simsbury, and Hartford.
Lynne lives with her husband, two daughters, and their pup, Frank, in Coventry, CT. She loves running, traveling, spending time outside, reading, and all things Patriots and UConn.