Lynn Richard Williams

Lynn is a nationally licensed mortgage loan officer, Certified Mortgage Planning Specialist®, Military Mortgage Planning Specialist and Certified Reverse Mortgage Planner with extensive experience in originating residential home loans. An educator at heart, his consultative approach and thorough attention to detail and client needs enables him to provide exceptional service to both his clients and professional referral partners.

Following undergraduate and graduate studies in economics and finance at the University of Utah and University of Chicago, Lynn has accumulated over 30+ years working in financial services, including corporate/international banking, financial advisory, real estate, and mortgage brokering/banking. In addition to currently holding national and state licenses for mortgage loan origination, he has also held Series 6, Series 65 & 66 securities/investment advisor licenses, life and health insurance licenses, and a real estate license. His education and experience have given him a broad understanding of financial markets, personal financial planning and residential real estate financing and investment. He uses these skills to assist his clients in evaluating the best mortgage loan options for their specific situation whether they be first-time homebuyers or retirees looking for creative ways to use their home equity as a financial resource.


Certified Mortgage Planning Specialist