Lynda Scott

As Bruce’s right hand, Lynda helps ensure clients have a smooth experience and understand the practical aspects of implementing their specific financial plans as they work through the process of getting their investments in place, and maintaining their accounts going forward. She acts as a liaison between the client, advisor, and third-party firms, troubleshooting any issues that arise. She also provides the advisors with information they need to help make meetings with clients productive and work toward maximizing their financial resources. Her specialties include direct rollovers, required minimum distributions, qualified charitable distributions, life insurance, and retirement plans.
Lynda has been with Innovative Wealth Strategists since 2004 and is very familiar with navigating systems and employing strategies to help clients as they go through all seasons of their lives. She thoroughly enjoys working with clients and their families, seeking to help them to live their best lives possible.
Lynda graduated as valedictorian from Pacific University in Forest Grove, Oregon, and holds her California state life insurance license. Lynda and her husband, Dan, have been married since 1980. They have two married children and love hanging out with their grandchildren. She is an avid swimmer and twice escaped from Alcatraz. She also enjoys gardening, reading, and traveling.

CA Insurance License #0E91643.