The latest from Lynn Weirick

Apr 2, 2024 - by Lynn Weirick, Modern Capital Executive Solutions, Inc.

Retirement planning — Napa style

Selecting the right retirement plan can be likened to the art of choosing a fine wine in the lush Napa Valley vineyards. Each variety, whether a Qualified or Non-Qualified Plan, ...

Lynn Weirick

Regional Vice President
Modern Capital Executive Solutions

Web: https://www.moderncap.com

Lynn Weirick, a Regional Vice President at Modern Capital consults and administers executive solutions for nonprofits, for-profits and closely held organizations. With over 20 years of experience, she has a strong background in financial analysis, business succession planning, human resources, risk management, and operations. Lynn also has also held leadership roles, including Partner at WKA Financial, and Evans-Weirick Business Consulting,LLC. Her passion is assisting organizations achieve their goals by minimizing or mitigating completely tax efficient benefits for key employees.

The latest from Lynn Weirick

Retirement planning — Napa style

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