You can take comfort in the fact that I have been a part of this community for my entire life, and therefore have a vested interest in seeing my friends and neighbors succeed. I was born and raised in the Beechwoods area of Falls Creek, PA. I started as a New York Life Agent in Brockway in 1980 before moving to Johnstown 3 years later to become a Manager. After 5 years in management I learned that my true passion was to work closely with my clients to help them acheive their goals and I went back into the field as an Agent in Johnstown. When my dad passed away in 2011, I moved my practice back to the Falls Creek area and my wife and I bought the family homestead I was raised in. I never could have imagined I’d have my daughter join me in business 5 years later. Now, here we are! A true family business. We couldn’t be happier working together and being part of this community.
Of course, my background isn’t really the one that matters. We’ve found that getting to know our clients – their hopes, dreams and goals for the future – is far more important. So if you’re looking for someone who's ready to put their combined knowledge and experience to work for you, please let us know.
Lynn has a B.S. from the Pennsylvania State University. He holds series 6, 7, and 63 licenses, as well as a CLU and ChFC from the American College, and is a Life Member of the Million Dollar Round Table*. Lynn lives in the Beechwoods area outside of Falls Creek with his wife Barb and enjoys walleye fishing with his son Nate, traveling and camping, and cheering on the Pittsburgh Steelers and the Pittsburgh Pirates. Lynn is a member of the Beechwoods Presbyterian Church and enjoys singing in the choir.
*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
After 11 years working in the banking industry, I wanted the opportunity to control my own destiny, and to do what I thought was in the best interest of my clients. I previously worked as a commodity trader in Columbus, Ohio, where I executed on price risk management strategies for companies with exposures to oil & gas and base metal market price volatility, before I decided to join the family business. In 2016 my husband, Ken, and I moved to the Beechwoods area to pursue our real passions.
An old-timer once said, choose a job you love, you will never have to work a day in your life. That is the reason I decided to join my dad in business locally. I am very proud of him for many reasons. But mostly for the ways I’ve witnessed him truly care about, and consistently do what’s right for, his clients over the years. Now, I couldn’t be more excited and prouder to work alongside him, sharing his values and desires to do what’s right for our clients. Every time.
Abby has a B.S. in finance from the Pennsylvania State University and an MBA with a concentration in finance from Xavier University. She is a CERTIFIED FINANCIAL PLANNTERTM and holds series 7 and 63 licenses. She is a 2020 qualifying member of the Million Dollar Round Table1. Abby lives outside of Brockway with her husband Ken. She enjoys jogging with her dog, helping Ken with his wood-working projects, cooking, ATV riding, and anything outdoors. Abby is a member of the Beechwoods Presbyterian Church.
1 The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
How can I help you today?
Servicing our clients is our number one priority at Beechwoods Financial Solutions. I have proudly worked alongside Lynn, my husband, since 1980. Whether you are updating beneficiaries, changing your address, or anything else life throws your way, we are here to help. It is our commitment to you to provide excellent service. After all, no one wants to sit on hold or explain their needs to a robot!
Barb enjoys gardening, camping and fishing, and walking through Beechwoods. She is an avid antique collector. Barb is a member of the Beechwoods Presbyterian Church and enjoys singing in the choir.