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About

What We Do 
Forging a 
Path Together

A plan is a plan for a lifetime. That’s why the team you have today will be the one to guide you toward the future, thoughtfully, collaboratively, and confidently.

Meet The Team 
Who You’ll Be Working With

Brian Lynch

Financial Professional

I have worked in and around the financial industry for several years and found my passion for working with individuals, families, and business owners to help them understand exactly where their priorities are and construct a plan to fit their needs. As a result, I have dedicated myself to providing my clients with unparalleled service to help them reach their financial goals.

I developed a great interest in financial services early in life due to the exposure I received growing up in a household with a father who was a nationally recognized Financial Professional. At an early age, I understood the importance of having a financial plan that would allow people to protect their families and build wealth for the various milestones that life brings.

Every client is unique. That’s why we work with you to understand your priorities and customize a plan to fit your needs exactly. As people go through stages of life, such as entering the workforce or getting ready to retire, they can depend on our Financial Professionals to be there for them, their families, and their businesses.

Listening carefully to fully grasp your current needs and your future aspirations, I believe in the power of holistic planning when looking at your entire financial life and where you want to be. Being a Registered Representative with Mass Mutual helps allow me the ability to provide thoughtful support and expertise to you.

If you would like to explore your financial options, let’s chat. Whether or not we decide to partner together, I am confident that our call will be full of insights and actionable steps that can help you achieve your goals.

Steven Lynch

Financial Representative

I was born and raised in North Haven, CT, and have a deep-rooted passion for the financial services industry, having worked alongside my father from a young age. With a solid educational foundation from UConn, where I earned degrees in Economics and Business, I have cultivated a robust career in finance. I spent 5 and a half years in healthcare corporate finance with notable companies such as Aetna, CVS, and Signify Health before making a strategic transition into personal financial services.

My professional journey reflects a commitment to excellence and a dedication to helping clients achieve their financial goals, while my extensive experience in corporate finance has provided me with a unique perspective and skill set.

I have been married to my lovely wife Marina for one year, although we have been together for twelve years. I share my home with my fur baby, a 1-year-old golden retriever named Rocco.