Our Team

Lynn keeps us all organized as she coordinates all our appointments, mailings, follow-ups, seminars and customer appreciation events as well as keeping everything up-to-date and ensuring everything is filed where we can find it. That is a monumental task which we all greatly appreciate!

It is Lynn’s cheery voice that greets you on the phone when she calls to book appointments or follow up on items.

We would like to thank our clients for their trust and confidence. We pledge to continue to do our best to provide you with our best advice and service.