A thirty-five year veteran in the securities industry both as an Attorney and Financial Advisor, Lynne enjoys working closely with her clients and developing an overall strategic wealth management plan aligned with their goals and family legacy plan. As a FINRA Arbitrator, former SEC Attorney and trial counsel for several Fortune 500 companies, Lynne's experience spans decades and across multi-disciplines. Her extensive knowledge of the financial markets combined with her dedication to a high standard of excellence provides her clients with the roadmap to their desired financial destination.​We are a team of financial professionals based in Austin, Texas with experience spanning over five decades. In 2021, we launched our collective experience and partnered with RFG Advisory, an innovative and award-winning financial platform for independent advisors. With the benefit of integrated resources and financial acumen, we offer you, your family and/or business, comprehensive strategies into one customized plan. Relationships built on trust and informed advice are our foundation and serve to guide our individual and collective journeys. Here in Austin we embrace the vibrancy and spirit of "community" - growing, reaching and always in motion. It's a constant reminder that community adds a richness to our journeys. We look forward to being a part of yours.As your fiduciary partner, we integrate all aspects of wealth management and guide you through every phase of your financial life. We take a holistic approach in order to best support your life goals and help you fulfill your lifelong dreams. The foundation to our investment approach is based on proven concepts - applying years of academic research to practical investing - that help to maximize returns, manage risk, and build long-term meaningful client relationships. We provide a strategy for the ages with a multi-generational focus. We educate and prepare future generations to meet the challenges of an evolving financial landscape.