People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity."

Lynn Hanes

Client Service Manager

Back To Bios

Lynn is a Client Service Manager at The Colony Group.  She is a consummate ‘people person’ who genuinely cares about every aspect of our clients’ lives. With over 12 years of experience assisting clients, she takes the time to get to know them and their families—remembering even the smallest details and always makes them feel valued. Lynn backs up her softer side with strong organizational skills and attention to detail as she flawlessly assists clients with their day-to-day account needs. Her warmth and enthusiasm fit right into The Colony Group’s culture as she supports the Wealth Advisors so they can focus their time and attention on our clients.

Lynn served as a Client Service Manager with Bridgewater Wealth & Financial Management prior to merging with The Colony Group. Prior to that, she was a Senior Registered Client Associate supporting five advisors and their clients and a Retirement Plan Coordinator for a prominent wealth management firm.

In her free time, Lynn loves to sing Karaoke, especially Tina Turner and Captain and Tennille songs.