Visit us on Facebook Follow us on Linkedin

A team that matches skill with loyalty.

Led by Lynn Phillips-Gaines, our talented team matches financial proficiency with dedication to offer our clients a combination of skill and service.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Lynn upholds the high standards of education, experience and ethics required by the Certified Financial Planning Board of Standards, one of the industry’s leading professional organizations. Our team also follows the basic tenets of the financial planning process as outlined by the CFP Board, a process that begins and ends with you.

Select a portrait to learn more →