About Lynn Voss

My wife, Shannon, and I celebrate our 25th anniversary this April. We both love to travel and love our boys, Eli and Bridger, who are active in soccer, skiing and school. I grew up in rural Montana the middle of 3 boys; went to college at MSU (go Cats!) and then spent 22 years creating amazing technology all while based in Helena, MT but working for San Francisco Bay Area companies. I'm passionate helping my clients with their financial goals and look forward to developing a financial strategy designed specifically to each. One of my focus areas is providing education to help my clients navigate the complex tax environment both leading up to retirement and then in retirement. Thus, whether you are just getting started saving for retirement; need to protect your greatest assets; or you're preparing to retire and need help, I'm here to serve you!

Living Generously in Montana!

Our Redeemers Lutheran Church past Council President
City of Gold Toastmasters past President
American Jobs for America's Youth, Montana (AJAY MT) high school mentor
We are very fortunate to be able to support local charities, our church and special needs.

Education

Retirement Income Certified Professional - RICP® Designation
Behavioral Financial Advisor - BFA™ Designation
FINRA Series 7 General Securities Representative
FINRA Series 66 Uniform Combined State Law
FINRA Securities Industry Essentials
Life and Health Insurance Licenses
Masters of Business Administration with a focus in Technology Management from University of Phoenix-Online
Bachelor of Science in Computer Science with highest honors designation from Montana State University-Bozeman
Co-Valedictorian - Circle High School

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations