Tax Advisor | Director, Family Office Services
Lynn brings deep experience advising individuals and families of wealth in matters of individual, fiduciary and business income tax; estate and gift tax; and fiduciary administration.
Prior to joining Solidarity Wealth, Lynn was a Senior Trust Advisor at Wells Fargo Private Bank, helping individuals and families with significant wealth identify their goals and objectives, then assisting them in the crafting and implementation of a plan to achieve them. Prior to Wells Fargo, Lynn was a senior tax manager for a large international CPA firm, where he focused on complex individuals, businesses, trusts, and estates.
When not working, Lynn enjoys spending time with his wife and four children, honing home improvement skills, watching music performances and sporting events, and spending time outdoors hiking, camping, or skiing.
Education and Certifications
Juris Doctor, Albany Law School
(emphasis in Business Law and Estate Planning)
Master of Accountancy, University of Utah
(emphasis in tax)