Listen to your gut and trust your instincts.
Bio
Lynell has more than 20 years of public accounting experience. She works with executives, entrepreneurs and other high net worth individuals on their estate, trust and planning issues, and takes a personal yet comprehensive approach to helping her clients navigate through their financial lives. She is also active in her community and has served on the board of Sojourn, a group based in Southern California that is dedicated to helping adults and children who are victims of domestic violence.
A licensed CPA, a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants, Lynell earned a B.S. in business administration from California State University, Fullerton and an M.S. in taxation from Golden Gate University. She has been named a Five Star Wealth Manager by Los Angeles magazine numerous times.
Experience