Broker Check
Lynn Schwartz

Lynn Schwartz

Senior Operations Manager

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Lynn serves as GCD Advisor’s Senior Operations Manager and has been a valued team member since 2006.  She oversees systems designed to promote efficiencies and drive growth in the firm and prides herself on her tenacity and desire to get the job done right the first time.  Lynn is also responsible for providing the ultimate client service experience in our wealth management practice from onboarding new clients to managing client’s cash needs. She works collaboratively with the financial advisors to provide our clients with a seamless  experience.  Lynn works closely with Assetmark, our primary investment partner, and has served on their Operations Advisory Board since 2016.

She has a bachelor’s degree in Planning and Administration from Pennsylvania State University and a masters in Systems Management from Rush University. She also is a notary for our clients. Lynn and her husband live in the Chicago suburbs and enjoys spending time with her family when she is not playing pickleball or mahjong.

Note: Lynn is not involved in the tax process of GCD. Please do not send any tax information or requests to her and continue to send to only the advisor you work with.