Lynne Sonnek

Experience:
I have been with Beacon Financial Group since February 2020, serving as a Client Support Specialist. In this role, I focus on ensuring that all administrative processes and paperwork are handled with accuracy and efficiency. I work closely with the advisory team to maintain client records, process documents, and assist with financial transactions, ensuring that everything runs smoothly and on time. My attention to detail and commitment to providing seamless support allows the advisors to focus on delivering exceptional service to our clients.

I take pride in being a reliable resource for both our team and clients. My core values—integrity, accountability, and dependability—guide my work every day, and I strive to ensure that each client's experience with Beacon Financial Group is as smooth and stress-free as possible. My role is crucial in ensuring the logistical aspects of the business are handled so clients can focus on their financial goals.

Interests:
Outside of work, I enjoy scrapbooking and spending quality time with my family and friends. I'm also passionate about community involvement and co-founded the Angels of Hope Memorial Garden 501(c)3 in August 2021, a project dedicated to creating a meaningful space for families to honor their loved ones. I'm excited for the upcoming wedding of my youngest daughter in 2025/26, and I look forward to continuing to support my family and my community in the years ahead.