Lynn Baudrexl
Client Service Manager
The Bookworm
Hi, I'm Lynn Baudrexl. I’m a Client Service Manager at North Ridge Wealth Advisors. I love what I do: I walk alongside clients and help them achieve holistic financial health.
Qualifications
B.S. in Business Administration, University of Arizona
CFA Institute Investment Foundations
Decade of experience serving high-net-worth professionals
Why financial planning?
Growing up in a large family with one income taught me the value of discipline and appreciation. My parents showed us that you work for what you want. I'll never forget that first car I bought for $100 and lovingly maintained because I knew what it cost me to earn it.
The lessons I learned about living within your means and investing for the future have shaped my entire approach to money. Now I help clients develop that same discipline to build their own financial independence.
Why me?
Just like a good book guides you through unexpected plot twists with wisdom and clarity, we help you navigate your money journey with confidence. Both experiences reveal new possibilities and leave you excited about the next chapter of your story.
My Favorite…
Book – The Measure
Bucket List Item – Learn to play the piano
Vacation – Summer lake trips with family and friends
Wine – Spanish Tempranillo
