Lynn Baldwin

Senior Vice President, Wealth Advisor
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Areas of Expertise

Estate Planning
Goal Alignment
Asset Allocation
Tax Strategies
Equity Compensation

Qualifications & Experience

  • BBA Idaho State University – Finance Major
  • CLU, ChFC, CTFA, CFP, and AEP Certifications
Salt Lake City, UT

Media

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Words to Live By

Obstacles are those frightful things you see when you take your eyes off your goal.
Henry Ford

Client Experience Professionals

Team Members

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About

For over 30 years, Lynn has enjoyed working with clients to develop, coordinate, and implement financial plans. His areas of expertise include: Trust and Estate, Income and Estate Tax, Retirement, Investments, Incentive Stock Compensation, Asset Protection, Business Succession Planning, and Qualified Retirement Plan Design and Administration.

Lynn has partnered extensively with business owner clients, as they plan for succession and the alignment of their family culture, values, and goals. The focus of his practice has centered on high-net-worth and ultra-high-net-worth individuals.A graduate of Idaho State University with a Bachelors degree in Business Administration as a Finance Major, Lynn has continued his education with the following professional designations: Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Trust and Financial Advisor (CFTA), Certified Financial Planner (CFP), and Accredited Estate Planner (AEP).

When not assisting clients, Lynn can be found seeking adventure via hiking, bicycling, skiing, and scuba diving. He also enjoys a good book now and then.