Lynn Anne Gillen, CIMA^®, RMA^®, CFP^®

Lynn Anne's Story

Lynn Ann Gillen pursued a career in financial services because it was a great fit for both her analytical side and her passion for serving clients. She found it to be a wonderful combination of helping people achieve important life goals and the more analytical side of being immersed in the world of investments.

Lynn Ann has impressive credentials already, having earned her CIMA^® designation over a decade ago and her CFP^® shortly after. She shared her excitement to be studying for the RMA^® certification in order to better assist her clients in making the transition into retirement and accessing portfolios they have spent many years building. She also explained, “having already earned the CIMA certification, which offered a deep dive into many aspects of investments, I am looking forward to doing the same with retirement. Most of my business is focused on helping families prepare and transition into retirement. Earning the RMA certification will help me improve my knowledge to serve clients better.”

It has always been important to Lynn Anne to continue educating herself for her clients. “It’s imperative advisors are continually learning and seeking ways to improve the experience and outcomes for our clients. Earning a designation provides a structured way to do so.”