When it comes to choosing a partner with which to build and protect your finances – experience matters. With my 25-year career as a financial advisor, and my colleagues' combined 84 years of experience, our clients can feel confident in knowing they are working with some of the most knowledgeable and skilled professionals in the industry.
Our team, including myself, Julia Jones, Denise Will, Bernice Probst and Lisa Hoelscher, are passionate about helping individuals and families achieve their financial goals. Our priority is to maximize the organization of a client's finances and provide clear and consistent communication to simplify the complexity of investing. To provide a truly comprehensive service, we also partner with our clients' tax professional and attorney.
I focus my practice on serving the needs of individual investors, as well as small-to-medium sized business owners. I provide education on my clients' investment options and transparency on costs and fees. Importantly, I also help my clients avoid common pitfalls of investing, like underestimating retirement income needs, not preparing for inflation or making investing decisions based on emotion. The longer I'm in this business, the more I see the impact a financial advisor can have on a client's successful financial future.
In addition to my work with clients, I've mentored and trained new financial advisors, and served as a WINGS leader, which promotes the growth of women and diverse financial advisors. I'm also a member of the Edward Jones Grassroots Task Force, an advocacy group dedicated to individual investors. In my community, I was a founding member of 100-Plus Women Who Care of Effingham County. I've served as a mentor for "CEO", the county's high school entrepreneur class, and as co-chair and chair of the Teutopolis High School Post Prom.
Outside of the office, I enjoy time with my husband of 28 years, Bruce, and two adult daughters. As a family, we enjoy boating, camping and playing cards.
- Wealth Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Insurance & Annuities
- Estate & Legacy Strategies
- College Savings
Office Address212 East Jefferson
Effingham, IL 62401 opens in a new window
Mailing AddressPo Box 1136
Effingham, IL 62401
Phone NumberLynn M Deters at (217) 342-4242
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
- Web Conferencing