Lynn DeRouen

Lynn is the founder of the firm and the father of lead advisor Michelle. He serves in a support role for client meetings, financial planning questions, and matters requiring legal advice. He is an attorney and a CFP^®, CLU, and the holder of security and insurance licenses. Lynn is well known in our community for his roles in musical theater, including the lead roles of Tevye in Fiddler on the Roof, and Don Quixote in Man of La Mancha.