Lynn Smith

Lynn Smith brings over 25 years of expertise in directing client service and retirement planning operations within the financial planning and investment industry. Since 1999, she has served as Wes' Executive Assistant and Director of Client Services, earning the trust and confidence of clients with her commitment to service excellence. Her journey in the financial sector began in 1992, providing her with a strong foundation in client relationship management and resource allocation.

As a Knoxville native, Lynn is deeply rooted in her community. She and her husband, Bill, enjoy life as empty nesters with their cherished Golden Doodle, Ollie. Outside of work, Lynn is an avid reader and loves spending time on the lake with her family. Her genuine care for people continues to drive her passion for delivering exceptional service in the financial industry.

 "I enjoy helping people and sharing my knowledge in a way that can enhance their retirement experience."