Personal
Outside of her successful practice, Lynn enjoys spending time at home in Orange County with her husband Joe and their two sons, John and Joseph. She is also actively involved in the community as a member of the executive board for Power Play NYC, an organization dedicated to educating and empowering girls, ages 7-18 through sports, teaching life skills and building self-confidence and self-esteem for life.
Professional
Before joining Northwestern Mutual in September of 2000, Lynn was the head women’s basketball coach at the United States Military Academy at West Point. An avid basketball player herself, she even played professionally. The transition from coaching to becoming a Financial Representative was a natural fit for Lynn. Much like creating a great basketball team and attracting players to a world class institution, she now focuses on attracting people to world class insurance products and internationally recognized investments to show them how they can accomplish their goals. Achieving financial security for her clients is fun and challenging.
Lynn was recognized in 2010 for being one of the top 10 female representatives in the Eastern Region and has won numerous awards for her efforts including the Bronze (2001), Silver (2002), Gold (2003) - Top 50, and Platinum awards - Top 50 (2004), and achieving Pacesetter 40 in her first six months in the business.
Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.
"I had never realized that this career was something I could do until I started doing it. I thought I had NO experience in finance or sales until I realized I had been selling West Point to 17 year olds for years! I just had never looked at it that way."
Associations and Memberships
Hudson Valley Leads Exchange (HVLE), National Association of Insurance and Financial Advisors (NAIFA, )National Association of Women Business Owners (NAWBO, Orange County Chamber (OCC), Women's Power Networking (WPN), Gotham NYC, First Degree NYC, Woman In Financial Services (WIFS), PowerPlay NYC (Board Memember, Network! Network!
Years of Experience
Representing Northwestern Mutual since 1999.
Education
Northeastern University - Boston - Physical Science (Bachelor of Science)
Awards and Recognition
- Million Dollar Round Table Life Member 2010, 2014, 2016
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying Member 2003-2007
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying/Life Member 2008-2009, 2011-2013, 2015
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award 2011-2015
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 2003-2010
- Award recognizing persistency and performance
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
