Lynn Prust – Client Relations Manager

lynn@storenfinancial.com 

Lynn joined the firm in 2012 and serves as our Client Relations Manager. Lynn’s responsibilities include scheduling, general client support, and all other day-to-day activities in support of the financial planning operations. As quoted by Greg, “Lynn brings a positive, efficient approach to the financial planning services we provide. She can be credited with bringing peace and solidarity to the entire investment process.” Lynn has more than ten years of administrative experience, having served as an administrative director of a local not-for-profit organization. She attended Florida Community College in Jacksonville.

Client Center

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Our Latest Blog

FAQs: Gifting

January 14, 2019

Will I pay tax on gifts I provide? Will the recipients of my gift pay tax on the amount?

Every year our accountants get questions on gifting and the rules that surround it. Debate no...

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Phone: 877.STOREN1 • Fax: 317.852.7070
Email: Storen@StorenFinancial.com