Team Patrick J. Lynch III Senior Partner, CFS (210)-341-1515 (210)-341-4858 email@example.com Patrick Lynch III has been a financial planner in San Antonio since 1981. He is a nationally recognized leader and innovator in the financial services industry, and received the "Financial Planner of the Year" award in 2004. As an... Read more Steve J. Markey Managing Partner, CPA (210)-341-1515 (210)-341-4858 firstname.lastname@example.org A native of San Antonio, Texas, Steve Markey graduated from Texas A&M University in 1991 with his Bachelor’s degree in Accounting. After graduation, he spent five years in Houston, and then Austin, practicing trust, individual, and... Read more Scott J. Langham V.P. of Investments (210)-341-1515 (210)-341-4858 email@example.com Scott Langham graduated in 2002 from Texas A&M University where he earned a Bachelor’s degree in Finance with an emphasis on investments. At Texas A&M, Scott was selected to be a Tanner Fund manager and was an active member of Alpha... Read more Patrick J. Lynch IV Investment Advisor (210)-341-1515 (210)-341-4858 firstname.lastname@example.org P.J. Lynch IV was born and raised in San Antonio, Texas, and attended Antonian Preparatory High School. In 2004, he earned his Bachelor’s degree in Business with an emphasis in Marketing from The University of Texas at San Antonio. P.J... Read more George Luhn Associate 210-341-1515 210-341-4858 email@example.com George Luhn started working in the insurance industry in 1958 with State Mutual of America.George then started his own insurance agency in 1979 named George M. Luhn Insurance, respectively, which was affiliated with Dunlap Insurance.... Read more Maria P. Lipscomb Group Benefits Administrator (210)-341-1515 (210)-341-4858 firstname.lastname@example.org Maria Lipscomb began employee benefits consulting in 1989. She accepted a management position in 1996 with Group One Source (the group benefits department of Lincoln Financial Group). In 2002, Maria founded Customized Group Benefits... Read more Dawn M. Pollentier Office Administrative Manager (210)-341-1515 (210)-341-4858 email@example.com Dawn Pollentier grew up in Indiana and started working in the financial industry in 1985 with Lincoln Financial Advisors. She served as the office manager for the Central and South Texas Region until 2004, when she accepted a position... Read more Coty McPartlin Executive Assistant 210-341-1515 210-341-4858 firstname.lastname@example.org Coty McPartlin was born and raised in San Antonio, TX. After serving in the United States Coast Guard, she started working in the business industry in 2010 as an Administrative Receptionist for Abby Executive Suites. Having five years... Read more Have a Question? Name Email Question Thank you! Oops!