Managing Director, Wealth Advisor & Office Team Lead
Lynn Mathre serves as a Managing Director, Wealth Advisor and Office Team Lead with Cresset. Lynn brings expertise in tax-aware wealth management methods and has provided comprehensive wealth management to CEO Founders, executives, and high-net-worth families for nearly 40 years.
Prior to joining Cresset, Lynn founded Asset Management Advisors, which specialized in providing wealth management services to high-net-worth individuals, families, trusts, and foundations.
Lynn has been profiled by Business Week, Journal of Accountancy, Smart Money, Bloomberg, and featured on the PBS Program “The Financial Advisors.” She holds a Master of Accounting and a Bachelor of Arts in Sociology from Rice University. In addition, Lynn is a member and former Co-Chair of the United Way Women’s Initiative Steering Committee, and she is a member and former Chair of the Finance Committee. She also serves on the United Way ADT Committee, Stay United (retiree initiative) Advisory Committee, and Planned Giving Subcommittee. Lynn is also the former President and served on the board of the Orange Show Foundation for Visionary Art, which produces the largest annual art car parade in the country.
Lynn lives in Houston and enjoys traveling with her husband.