Lynne’s focus is sharply aimed at planning and helping individuals build tailored strategies to achieve their retirement dreams.  Lynne began her career in the 1970’s focused on life insurance and estate planning, providing protection for individuals, families and business owners.  From there, she broadened into financial planning, initially focusing on helping people who need to integrate government pensions like TRS into their retirement savings and income planning. After being in the financial business for over 45 years, Lynne takes pride in the fact that she has a number of clients that have worked with her for decades.

Lynne attended the University of Wisconsin as well as the University of Mexico in Mexico City after four years of boarding school in Florida playing competitive tennis nationally. She holds a Series 7, Series 6, Series 63 and Series 66 License as well as a General Lines Life, Accident, Health and HMO License. She is a member of the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA) and in 2010 was named Woman of the Year by the National Association for Professional Women.

Lynne has lived in Houston for over 45 years, has two grown daughters and a son. She enjoys spoiling her grandchildren as well as traveling – particularly to Acapulco where she lived for a number of years after working as an actress and commercial model in Mexico City. Lynne is a supporter of M.D. Anderson Cancer Center, in memory of her husband, Louis, as well as St. Jude Children’s Research Hospital and Wounded Warriors.

As Marketing Director, Sari takes pride in client appreciation, bringing her event planning and creative experience to develop different ways to show clients how much we value them. Sari plays an integral role not only by taking care of LKJ Financial’s clients, but also helping extend the company’s services to prospective clients by planning educational workshops and events, generating promotions and marketing. She is passionate about helping Lindsey, Lynne and Adam provide people with the proper financial resources and education towards achieving financial peace of mind.

Sari moved to Houston from Los Angeles in 2008 to be closer to her family and quickly felt like a Houstonian. She enjoys spending time outside with family as well as taking care of her two adorable dogs, Tabbi and Lunita. Sari volunteers at the Houston Society for the Prevention of Cruelty to Animals as well as the Wildlife Center and the Houston Food Bank. In addition, she loves gardening, sipping margaritas, listening to Latino pop, sparking up the barbecue and cooking delicious and spicy Mexican recipes.

Leandra loves giving a warm welcome when our clients call or visit our office and is proud to serve as the new business specialist for new LKJ clients and friends.  She takes a great deal of pride in taking excellent care of anyone who comes into contact with LKJ Financial and loves seeing different faces and making them smile and feel welcomed. When an individual initially joins the LKJ family of clients, Leandra works closely behind the scenes to ensure that their experience is seamless and handled with care and attention to detail.

Although a native Houstonian, Leandra lived in North Dakota for almost four years while her husband served in the U.S. Air Force before moving back to Houston in 2012. She has two handsome boys and a beautiful step-daughter – all teens – who enjoy taking care of their two dogs and guinea pig. Family time consist of going to the movies, particularly Marvel Comics movies. Leandra also enjoys planning Disney trips for her and the family and has spent the last couple of years training towards earning her Black Belt in Tang Soo Do karate.