Kristin Lynch

Kristin is highly energetic and self-disciplined advisor who has a passion for serving others who are looking for guidance in their retirement. She specializes in clients that are looking for a leader in their finances with typically $750,000+ in investable assets, to help hone in and clarify their financial income goals in retirement and how to best utilize their wealth for a purpose.

You will find her energy is contagious when you meet with her and she will inspire you to think outside of your comfort zone, but also help you discover your own passions through the process. She aims to make sure you feel comfortable and well taken care of in the areas that can bring most folks intimidation, confusion, and uncertainty. While none of us can control all the sources of the financial markets or the economy, Kristin focuses on the behaviors, habit, and routines that YOU can control with your finances and how to live your best life with fulfillment and passion.

Kristin comes from a background of country roots, small towns and hard work. Her husband works in a local plant so she fully understands and admires the time, energy, mental, and physical taxing work of the blue collar jobs and wants to serve as a beacon of light in the long careers of the small town hardworking folks she grew up around.

She enjoys all aspects of health and fitness, is always planning a trip, and loves spending time with her husband Matt, and teenage son Brady.