Lynn Smith

Administrative Assistant

Lynn comes from her home state of Maryland after “retiring” with her husband of 40 years, Rick. They moved in 2018 and really enjoy North Carolina with its friendly people, slower pace, greenery and much less traffic.   She and Rick spend many weekends exploring new places of interest in the area and is proud to call North Carolina home.  Lynn has 10 beautiful grandchildren back in Maryland and looks forward to their visits often.  She has many hobbies including crocheting gifts for her family and friends.

Lynn works part-time in our Clemmons office and brings with her over 20 years of office management experience. Due to the marvel of technology,, though physically in Clemmons she handles calls and scheduling for our Charlotte location as well. She is the smiling face you see every Tuesday, Wednesday and Thursday when you first arrive. Lynn is a team player and has adapted to the Wealth Guardians family very quickly. Her duties include answering and directing calls, scheduling appointments and assisting with office needs, workshop and seminar events.