With over 100 years of family involvement, including long stints with the regional firms of Moore, Leonard and Lynch and also Richards, Lynch and Pegher, the Lynch name is well known in the financial industry within Western Pennsylvania and abroad. Today, the family tradition continues through the work of Mac Lynch at Janney Montgomery Scott LLC, one of the country’s largest regional full-service investment firms.
Our practice focuses on a full service model, providing individualized and comprehensive financial planning advice covering a wide array of financial matters, including investment management, retirement planning and education funding.
In working with our clients, we utilize a goals-based approach, placing the client's stated objectives and needs at the forefront of all decisions. This allows the client to focus on what is most important to them and their family, and is why we often work with multi-generational relationships and aid in inter-generational wealth transfer. The team is completed by Sandy Zolkowski, who, with her nearly 40 years of experience within the business, is extremely well-versed and is an integral part of the client-advisor relationship.