Steven D. Lynds, Cfp® Mpas® Chfc® Clu® Ricp® Apma® Abfp™ Adpa™ Aams® Csric™ Crpc® Crps®Se-Awma™ Email & Phone Number

Denver, Colorado, United States

My responsibilities as a Financial Planning Specialist at Gill Capital Partners is to create and deliver financial plans for our clientele. We take a collaborative approach to obtain the detailed information needed, prepare and summarize, create recommendations, and present the detailed financial plan to our Wealth Management clients.Gill Capital Partners is an independent Colorado financial services firm, serving clients since 1983. Gill Capital Partners is a broker/dealer and a registered investment advisor. Member FINRA‐SIPC

Denver, Colorado, United States

My responsibilities at Empower carried over from my prior work at Personal Capital after the merger. I diligently worked with clients and their professional contacts to help them plan for retirement, college education for their children, and to reach their financial goals. I built and maintained deep client relationships while addressing their concerns, planning needs, and helped clients to improve their financial lives.

Denver, Colorado

While at Personal Capital, I diligently managed a large book of business helping numerous families focus on improving their financial lives. I have helped my clients through our detailed conversations and analyses around saving, investing, maintaining proper expectations, and modifying investor behavior.I have built trust and forged strong relationships through the work with my clients and addressing their fears, concerns, fallacies, and apprehensions around investments and proper planning for education, retirement, Social Security, pension, life, health, disability, long term care, and other needs. I have also presented and explained complex financial analyses to a high net worth clientele discussing their ISOs, NQSOs, ESOP’s, ESPP’s, RSU’s, NUA, bargain elements, and the tax efficient disposition of these assets.I have improved my proficiency in addressing the varied and unique planning needs of my clients through detailed conversations around retirement, customized savings strategies, real estateincome streams, rental property valuation, and mortgage pay-down/refinancing options. I have also sustained a leadership position within my team through proactive client service and being at the top of my peers for daily activity and outreach.

My responsibilities with Steve Lynds Photography included founding a business, marketing to potential clients, communicating efficiently, photographing weddings, families, individuals, events, concerts, and real estate properties. I also edited images, maintained mobile and desktop websites, managed social media, drafted contracts, negotiated terms, and made sure all of the paperwork, insurance, and bills were in order each month.

Greenwood Village, Co

Helping plan participants to make informed decisions to efficiently rollover their prior retirement assets into their current employer sponsored plan through an educational and personable process

Greenwood Village, Co

As an Internal Sales Director with Great-West Financial, I helped financial advisers within my territory to provide the best options to their clients through my dedicated, knowledgeable, persistent, and helpful service

Denver, Co

Diligently helped customers with their complex financial lives by listening, fully understanding,informing, and addressing their unique financial needs and concernsEducated business owners and their employees through detailed, effective presentations whilelearning multiple software systems including Retirement, Social Security, Tax Diversification, In-Force Policy Briefs, and New IllustrationsGained useful experience in selling mutual funds, variable/fixed annuities, traditional/Roth IRA’s,long term care policies, health, disability, and life insurance products across several states

Denver, Co

As a Reliability Analyst for Frontier Airlines in Denver, I analyzed aircraft fleet data to determine trends in specific ATA chapters and aircraft components, while also producing daily reports consisting of chronic aircraft, maintenance delays/cancellations, and operational difficulties to keep Frontier management informed of daily mechanical issues.The Reliability Department is the statistical reporting arm of the Frontier Maintenance Department and I also compiled information on rogue components through order/repair history to determine if certain rotable parts could be voted out of our supply chain to decrease delays and associated repair costs. I greatly increased my knowledge of aircraft components, aerodynamics, and aviation through company provided training and personal research in order to better understand the commercial aviation industry.

At NVC, I created detailed appraisal report sections specially tailored for our clients (Institutional, Regional, and National Banks, Investment Firms, Life Insurance Companies, and Property Management Firms). I succinctly presented material pertinent to local and regional demographic, economic, social, environmental, and governmental influences on commercial real estate properties, in order to help the commercial real estate appraisers complete valuation studies on retail, office, industrial, medical, and residential land/properties. The position required astute attention to detail and I researched, compiled, and condensed multiple data sources into relevant and meaningful tables, figures, and charts, in addition to developing skills in working productively with minimal supervision.

As an outside sales person with Fastenal, I consistently met monthly sales, profitability, active account, and new account goals. I researched industrial/construction supply products and procured items through purchase orders, while also cold called on potential clients. I managed a book of business of over 400 clients, developed client relationships, and attended to the needs of each individual business. Additionally, I supervised account balances, collected past due AR, and delivered products to corporate accounts.

Master Of Science, Personal Financial Planning

Bachelor Of Science, Economics

Activities and Societies: Omicron Delta Epsilon - Economics Honor Society President, the Cal Poly Economics Society, and the Cal Poly.

Education record

Activities and Societies: Symphonic Band, Playing Music With Friends, And Ice Hockey