Role and Expertise:
Lynn brings over 30 years of invaluable experience in public accounting to her role at Vesta, specializing in estate, gift, and trust areas. Her expertise lies in working closely with small to medium-sized businesses, their owners, and families, providing comprehensive financial guidance and support.
Professional Background:
Originally from West Allis, WI, and having lived in Pewaukee for many years, Lynn appreciates Vesta’s firm size and client base, which aligns well with her extensive career in similar atmospheres. With a B.S. in Accounting from UW-Whitewater, Lynn’s academic foundation complements her practical experience, enabling her to effectively navigate complex financial landscapes and deliver tailored solutions to clients.
Key Accomplishments:
Throughout her career, Lynn has excelled in building trusted relationships with clients, particularly in sensitive areas such as estate planning. Her compassionate approach and ability to guide clients through emotionally challenging times underscore her commitment to providing exceptional service and support.
Professional Affiliations:
Lynn is an active member of WICPA and AICPA, demonstrating her ongoing dedication to professional development and staying abreast of industry trends and standards.
