LYNN'S STORY

503.206.8784  +  lynn@nrwadvisors.com

Q: Why do you help people manage their wealth?

A: I know what it's like to grow up without wealth. I grew up in a large family with a stay-at-home mom and my dad the sole provider. Somehow we always had just enough to get by, and any extra...that was invested for later.

My parents taught us to work for what we wanted. I remember that first used car I bought for $100. I washed and waxed it every week because it was mine and I appreciated how much work it took to buy it.

That discipline they instilled in me early on to live within my means and invest what I can has stuck with me over the years and served me well. It's that discipline that I hope to pass on to clients so they too can create their own financial independence.

Q: What's your #1 piece of advice?

A: Don't spend it if you don't have it.

Q: If you could be a superhero, who would you be?

A: Spider-Man. He can climb walls and swing through the air fighting for the good guys and underdogs.

 
 
 
  DEGREES  B.S. Business Administration University of Arizona

DEGREES
B.S. Business Administration
University of Arizona

  CREDENTIALS  CFA Institute Investment Foundations

CREDENTIALS
CFA Institute
Investment Foundations

  LEADERSHIP  President of PTA  (retired)  President of MOMS Club  (retired)  Girl Scout Leader  (retired)   

LEADERSHIP
President of PTA (retired)
President of MOMS Club (retired)
Girl Scout Leader (retired)
 

  VOLUNTEER  Special Olympics

VOLUNTEER
Special Olympics

  PASSIONS  Sunny Destinations Reading Wine

PASSIONS
Sunny Destinations
Reading
Wine