Lynn Dunston

With more than 20 years of experience in the financial services industry and 18 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional, Lynn is passionate about helping successful families, executives, business owners, tech entrepreneurs, and others accomplish their financial objectives. A graduate of Harvard University, Lynn brings a rigorous, research-driven approach to the field of wealth management. Lynn is a recognized wealth planning expert who has regularly been featured in such publications as The New York Times, The Wall Street Journal, Kiplinger, Forbes and many others.