Lynn is a consummate ‘people person’ who genuinely cares about every aspect of our clients’ lives. As a Client Service Manager, she takes the time to get to know our clients and their families—remembering even the smallest details and always making them feel valued. She backs up her softer side with strong organizational skills and attention to detail as she flawlessly assists clients with their day-to-day account needs.
Lynn’s warmth and enthusiasm fit right into the Bridgewater Wealth culture as she supports the Senior Wealth Advisors so they can focus their time and attention on our clients.
Lynn has over 12 years of experience assisting clients most recently as a Senior Registered Client Associate for a prominent wealth management firm supporting five advisors. She was also a Retirement Plan Coordinator providing administrative and operational support.
Lynn loves to sing Karaoke, especially Tina Turner and Captain and Tennille.
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