Kelly Lynch
Client Services Associate, Lighthouse Wealth Group
"I'm Focused with an Attention to Detail"
Mission
Oversees account opening and maintenance processes, maintains regular review meetings for our clients, and assists with transfers and money movement.
Background
Kelly has worked for SageSpring Wealth Partners since 2018. She is a graduate of Middle Tennessee State University and has over ten years of experience in customer service. She can also assist with all of your notary needs.
Personal
Enjoys spending time with her husband and daughter, gardening, and trying out new
restaurants.
Get the Quality You Deserve
Take confidence in our financial expertise. We help clients build wealth through Comprehensive Financial Planning with a specialty in fee-based professional money management, tax reduction strategies, and exceptional customer service.