Whether you're planning for the next stage in life or just beginning your financial journey, we're here to help guide you every step of the way. We provide personalized financial guidance, investment education, and strategies designed to help you pursue your goals with confidence. Our Lynch Zawodny Wealth Management Team is proud to represent four generations of experience with Edward Jones, carrying forward a legacy rooted in trust, relationships, and long-term financial stewardship. We believe true financial security extends beyond a single lifetime—it’s about guiding families through every stage of life and helping ensure their goals, values, and financial confidence endure for generations.
As Financial Advisors, Rebecca Lynch and Caitlin Zawodny, we provide thoughtful guidance grounded in goal-based advice helping clients align their investment strategies with what matters most to them. We are supported by a dedicated administrative team—Alexee, Shane, and Tom—who play an integral role in delivering a detail-oriented client experience. Together, we operate as a cohesive unit, ensuring each client receives attentive, personalized service backed by a team that understands the importance of precision, organization, and follow-through.
Our approach to multigenerational financial planning is centered on listening first and building comprehensive strategies tailored to each family. Our team partners closely with clients, providing continuous, relevant education so they can feel confident in their investment strategy. Whether preparing for retirement, creating tax-efficient investing, supporting the next generation, or building a future aligned with your purpose, we guide our clients with care, discipline, and a long-term perspective.
Being an Edward Jones team brings a deep sense of honor and responsibility. It reflects our enduring commitment to personal service, integrity, and community—principles that have shaped our practice and continue to guide us today. We are honored to serve multiple generations within families and to be trusted partners through life’s milestones. Our mission is simple: to partner with clients to achieve their financial goals, protect what matters most, and create a lasting, meaningful legacy.