Kyle Lynch is a financial advisor at Steve Lynch Wealth Management in Albuquerque, NM, holding Series 63 and Series 65 designations with eight years of industry experience. He has worked at Steve Lynch Wealth Management since 2019 and is also a captain in the Army National Guard, a role he has held since 2009. Steve Lynch Wealth Management provides personalized financial planning and investment management to individuals, trusts, retirement plans, charitable organizations, and small businesses, using a strategic asset-allocation approach that emphasizes passive index funds and ETFs as the core of its portfolios. The firm manages assets primarily on a non-discretionary basis and serves both individual and high-net-worth clients.

Stephen Lynch is a CFP® with 40 years of experience in the financial services industry. He is the owner and president of Steve Lynch Wealth Management in Albuquerque, NM, where he has worked since 1995. In addition to his advisory work, Lynch is the author of a book published in 2021. Steve Lynch Wealth Management provides personalized financial planning and investment management to individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm utilizes a strategic asset-allocation, core-and-satellite approach with an emphasis on passive index funds and ETFs, offering non-discretionary portfolio management with regular client consultations.