About Lynn Voss

My wife, Shannon, and I celebrated our 25th anniversary this April. We both love to travel (both internationally and around the US) and love our boys, Eli and Bridger. I grew up in rural Montana the middle of 3 boys being active in 4-H, baseball, basketball and football prior to graduating as class valedictorian. I moved to Bozeman where I graduated from Montana State with highest honors (go Cats!) and then spent 22 years creating amazing technology mostly with Stanford Research Institute leading teams advancing the state of the art in artificial intelligence and various efforts in support of our nation's military and defense programs.

Now retired from the software and technology fields, I'm passionate helping my clients achieve their individualized financial goals. One of my focus areas is providing the education and tools to help reduce total lifetime taxes both leading up to retirement and throughout retirement as tax efficient investing helps you keep more of your money and seems often overlooked with our complex tax laws. Thus, whether you are early in the process of saving for retirement; need to add protection for your family with insurance; or you're preparing to retire and need analysis ensuring you're covering all the bases, I'm here to serve you!

Living Generously in Montana!

  • Our Redeemers Lutheran Church active member and recent Council President
  • City of Gold Toastmasters active member and recent President
  • American Jobs for America's Youth, Montana (AJAY MT) high school mentor
  • Member of Helena Area Chamber of Commerce, Biz to Biz and active participant in Hometown Helena
  • We are very fortunate to be able to support local charities, our church and various special needs.


  • 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
  • Valedictorian - Circle High School