My mission is to help clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. Investment planning is an ongoing process of preparing for and taking appropriate action during critical financial events. Wealth planning involves building, reviewing, preserving, and transferring your wealth. We will help you develop strategies designed to address your financial goals for your family.
I earned a Bachelor of Business Administration (BBA) in Finance from Texas A&M University, which laid the foundation for my commitment to helping clients achieve their financial goals. I have been recognized as a Platinum Council Advisor* by Wells Fargo Advisors from 2013 to 2023.
In addition to being FINRA Series 7, 65, & 63 securities registered, I hold Life, Accident & Health, and Variable Insurance licenses and have earned the Certified Retirement Counselor® certification.
My husband, Scott, and I have three children: Katie, Samantha, and Blake. Katie graduated from the University of Texas McCombs School Of Business and married Kevin Conrad in May 2018. They are the proud parents of a five-month-old son, Grayson. Samantha graduated from the University Of Oklahoma Price School Of Business and is also in the working world. She married Reid Halverson in April 2023 and is expecting a son in October 2024. Blake graduated from Texas A&M University in College Station with a degree in Petroleum Engineering and is currently working with an oil company.
*In recognition of her achievements, Jo Lynn held the Wells Fargo Platinum Council distinction from 2013 – 2023. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Wells Fargo Financial Advisors as measured by completion of educational components, business production based on the previous year, and professionalism. The title is awarded each March, based on activity for the prior January 1 – December 31st period. Additional criteria, adherence to best practices, and team structure were also used to determine recipients.
