With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
Helena enjoys hiking, cooking and spending time with her son, daughter and granddaughter.
B.A. from California State University, Fullerton
Lynne's holds the following credentials:
M.B.A. from University of Connecticut, Series 7, Series 63, Chartered Retirement Planning Counselor (CRPC®) and Behavioral Financial Advisor (BFA™).
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