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Senior Wealth Advisor
Servus Wealth Strategies
Lynette is a CERTIFIED FINANCIAL PLANNER® professional and certified elder planning counselor with over 22 years of industry experience. She’s passionate about her work and always strives to help members get the most out of their money.
When working with members, Lynette focuses on their unique financial needs at each stage of life. The plans and solutions she recommends are tailored to help members build their wealth, protect their income and, eventually, transfer their estate.
Lynette provides expert advice to our members. Her door is always open. If you don’t have a financial plan, she can provide the right solution.
Meet the team
Investment Advisor Associates: