facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Your Financial Journey Is Our Mission.

Most women come to a point in their lives when they feel the need to do some focused planning for their financial future and security. She hears all sorts of advice about retirement and are not sure how to best assure that she gets the best advice for her specific circumstances. And, in the process become more financially literate and aware. 

Our guiding principle is our fiduciary responsibility.  A fiduciary works in your best interest which will lead to the best outcome for you. We also work to mitigate your stress and emotional health as it pertains to your finances, and fostering our relationship built on trust. 

We aim to be the best curators of your purpose and ambitions in financial success.


Click on the images below for full bios. 

Lynn R. Daly Photo
Read Bio

Lynn R. Daly

Owner & Financial Advisor


I was raised by an amazing woman.  A doctor and a single mother always devoted to others.  After my parents’ divorce, her lack of financial understanding caused extreme anxiety and even depression.  She felt she lost control over her life.  My brother and I were shocked, how could such a smart, capable woman with a successful career struggle with money?

When I became a financial advisor, I began to realize my Mom was not alone.  Many of the women I work with have spent their lives putting others as a priority, neglecting their financial affairs, and leaving them vulnerable.  I wanted these women to feel good about the decisions they make, understanding what they had to use their money to create the life they want.

That is why my true purpose as a financial advisor is to encourage every woman to become more engaged in her financial life. To create an environment that puts her first, gives her a voice and gently guides her to a unique path to financial security.

Lynn has her series 7, 63, and 65 FINRA registrations and a Bachelor’s of Arts (B.A.) Degree from the University of Minnesota - Twin Cities. She has served her clients since 1991 and is a proud member of the Financial Planning Association (FPA), University of Minnesota Alumni, and St. Paul Area Chamber of Commerce.  She lives in St. Paul, near Macalester College, with her husband, daughter, and pups.  Lynn loves to have fun, live an extraordinary life, and travel to new places.

The FINRA® Series 7, General Securities Representative Qualification Exam, is required of individuals soliciting the purchase or sale of corporate, municipal, and U.S. government securities, options, direct participation programs, investment company products, and variable contracts.

The FINRA® Series 63 is a securities exam and license entitling the holder to solicit orders for any type of security in a particular state. Agents must acquire the Series 63 license, in addition to a Series 7 or Series 6 license, to sell securities.

The FINRA® Series 65, officially known as the Uniform Investment Adviser Law Exam, is designed to test an individual's knowledge and ability to advise clients in the area of investing and to discuss general financial concepts.

CLTC® Designation stands for "Certified in Long-Term Care," a designation granted by the Certification for Long-Term Care. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care planning.

CDFADesignation. The Certified Divorce Financial Analyst™, (CDFA™) is a professional certification granted in the United States and Canada by the Institute for Divorce Financial Analysts™ (IDFA™).


Matthew Svendsen Photo
Read Bio

Matthew Svendsen

Financial Advisor


I have always been a planner. I can remember being eight or nine years old and planning out how I would build my next fort.  I would consider all of the design possibilities, the materials, the tools needed, what the perfect tree might look like and before long I would have a sketch drawn and a clear direction of what I wanted to create and how to get there. To this day,  I use the same process for managing my money so that even when things don’t go as planned, there is still a clear sense of direction and guidance.  The value of having a plan became abundantly clear when, after 4 months as an advisor, the market crashed. I spent the next two years fielding calls from women who didn’t have a plan who conveyed a true sense of apprehension and fear at what their future looked like.  This often led them to make poor financial decisions that would impact them for rest of their lives.

As a Financial Advisor, I work with our clients to create a plan that gives them options, guidance, and direction.  My true passion lies in helping them define how they want with their money to accomplish their ambitions while at the same time arranging contingencies to prepare for the unexpected. I have seen, first hand, how this process inspires more confidence in my clients. The priority is to take fear and panic out of the equation. This is why my true value is in helping you embrace your future with poise and confidence by enabling you to define the life that you want and designing the plan to achieve it.

Matt has his Series series 7, 63, and 65 FINRA registrations and a Bachelor’s of Arts (B.A.) Degree from the University of Wisconsin River Falls and a Masters in Adult Education from Colorado State University. Matt has been serving clients since 2007.  He and his wife, Amy, live in White Bear Lake, MN, and enjoy spending time with their young sons.

Check the background of this advisor on FINRA’s BrokerCheck.