Lynn has 25 years of experience in the finance industry and has worked exclusively with Peter Maller since 2006. Working together with Peter, she helps her high net worth business owners, executives, professionals and individual clients grow and preserve their wealth. Lynn assists Peter with investment strategies, business owner/key executive programs, estate planning, philanthropic advisory services and employee benefit solutions. To provide a seamless client service experience, she engages in daily briefings with Peter and coordinates communication between her clients, their other trusted professional advisors and the Maller Wealth Advisors planning team.
Lynn’s prior business career has been broad and diverse, including 10 years with T. Rowe Price as vice president and senior client relationship manager in its Retirement Plan Services division, two years with BISYS as a client relationship manager, and five years with Northern Trust Company as an associate vice president of Marketing and Operations for its commercial financial services and proprietary mutual funds businesses.
Education and Certifications
Bachelor of Science in Management with a specialization in Accounting from Purdue University
Master of Management with specialization in finance and marketing from the J. L. Kellogg Graduate School of Management
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