Lynn Voss
MBA, ChFC®, RICP®, BFA™
Building a better financial life – your dreams, your goals, your family.
State(s) Licensed: AZ, CA Insurance Lic. #4044379, CO, ID, MT, NV, OR, WA
2600 Winne Ave., Suite B
Helena, MT 59601
Building a better financial life – your dreams, your goals, your family.
State(s) Licensed: AZ, CA Insurance Lic. #4044379, CO, ID, MT, NV, OR, WA
Working with you, aligning your money with your values to realize your goals
About Lynn Voss
As a Financial Advisor with Thrivent, I partner with individuals and families to align financial decisions with their values and long-term goals. My mission is simple: to provide personalized guidance that helps you feel confident about your financial future.
With advanced credentials including BFA™, ChFC®, MBA, and RICP®, I offer a comprehensive approach to financial planning—covering retirement strategies, investment management, and risk protection. I believe financial advice should be clear, actionable, and tailored to your unique situation.
I’m proud to call Helena home and am passionate about building relationships rooted in trust and integrity. Outside of work, you’ll often find me hiking around Mount Helena with our three dogs, boating and camping at Canyon Ferry Lake, or kayaking on the Madison and Missouri Rivers. When feasible, I love helping my parents on our family farm and cattle ranch originally homesteaded by my great-grandfather in 1909 and spending time with my two brothers and their families. I’m also deeply committed to leadership development as a graduate of Leadership Montana, a current member of Leadership Helena, and a regular supporter of the Global Leadership Conference’s annual Helena watch party.
Faith & Family, Honesty & Integrity, Relationships, Education, and Humor are my core value and guide everything I do. Thrivent, a Christian membership organization recognized as one of the World’s Most Ethical Companies® by Ethisphere for 14 consecutive years, is a natural fit with these values. I’d love to learn more about what drives your goals and hope to earn your trust while making the process enjoyable.
Let’s connect to explore how thoughtful planning can help you achieve your goals.
Note: “World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC. For details, visit Ethisphere.com.
Pictured from left to right: myself; my wife, Shannon, a Human Resources Business Partner for the State of Montana Department of Administration; my youngest son, Bridger, a student at Montana State University in Bozeman; and my oldest son, Eli, the owner/operator of Voss Window Cleaning in Bozeman.
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Location
Helena Office
- Phone:
- 406-459-3939
- Fax:
- 406-442-6999