Lynn Ullmar | Crown Haven Wealth Advisors

Lynn

Ullmar

Vice President of Business Operations,

Crown Haven Wealth Advisors

 

Devoted to lasting client relationships, Lynn’s professionalism and authenticity fortifies her ability to methodically develop communication strategies tailored to each client.  

 

Her steady, consistent approach to operations drives trust between the firm and its clients. A Hoosier native, Lynn takes the lead from her parents who have been married for almost 40 years.

Growing up she watched them during happy and challenging times and learned that no successful relationship could ever happen without clear and honest communication.

 

Her years of experience with project management and people management combine to a unique client oriented skill set. Her operations management abilities make partnering with Crown Haven a pleasant and comfortable one, consistently allowing clients to be open and honest while advancing partnership to client financial success.

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