Jo Dyer serves as a Resident Director at Merrill, bringing over a decade of experience as a Certified Public Accountant to her role. She focuses on providing guidance and input to high-net-worth families, aiming to be their primary resource for advice on legacy planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Jo Lynn collaborates with clients, including business owners and multiple generations of families, to develop personalized wealth management strategies tailored to their unique needs and goals. Jo Lynn holds a Bachelor's Degree from the Texas A&M University System and is a Certified Financial Planner (CFP) as well as a Personal Investment Advisor (PIA). While she does not provide tax advice in her current role, her background as a CPA enhances her ability to assist clients with estate and trust planning strategies alongside their tax, legal, and accounting advisors. Outside of her professional responsibilities, Jo Lynn is involved in community outreach as a Better Money Habits Champion and volunteers with CASA of the Highland Lakes. Her personal interests include spending time with her family, playing tennis, and practicing yoga.