SAN DIEGO TAX & FINANCIAL ASSOCIATES - Key Persons

Job Titles:

• Our Client Relationship Manager

Lynn joined San Diego Tax & Financial Associates as our Client Relationship Manager in 2022. With over 25 years of customer service, she enjoys making connections with clients and is responsible for not only managing the office but also managing Troy and Paul (which is not always easy). Prior to joining San Diego Tax & Financial Associates, Lynn operated a successful printing business in Carlsbad, CA. Lynn is married with one daughter and enjoys biking at the beach and glamping in the desert when not at work. *Lynn Wilson is not registered with LPL Financial

Yes, you see it correctly…Paul Newman works for our firm…only our Paul Newman is worlds above the famous one when it comes to tax planning and preparation. Paul is a California Registered Tax Preparer (CRTP) with over 20 years of experience in banking and finance. Paul immigrated to the United States from England several years ago and brings international finance and tax experience to our firm. He is a former Board Member of the North County Chapter of the California Society of Tax Consultants. In his free time, Paul enjoys wakeboarding, fishing, camping, and spending time with his family. *Paul Newman is not registered with LPL Financial

Job Titles:

• Registered Representative

Troy Koepplin is a registered representative with securities and advisory services offered through LPL Financial, a registered investment advisor, Member of FINRA/SIPC. Tax-related services are offered through San Diego Tax & Financial Associates, a separate legal entity not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax-related services. This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced AZ, CA, CO, FL, HI, IL, MT, NC, NH, NV, OR, SD, TX, UT, VA, and WA. CA Insurance License 0D66204. IRS EA 115812