Nicole Eppley Lynn
Nicole Eppley is the Program Retirement Specialist for Southern California. She begins each relationship by developing a complete understanding of our member’s unique needs and retirement goals.
From this understanding she is able to provide the best, most tax efficient plan for all stages of your dental career.Nicole began her career as a Financial Advisor at Merrill Lynch and then later with Morgan Stanley. She is knowledgeable in all aspects of investment management, retirement planning and charitable giving.
Early in her career Nicole developed a passion for helping individuals and families prepare for retirement. This led her to obtain the Chartered Retirement Planning Counselor designation from the College for Financial Planning.
Originally from Ohio, Nicole holds a Finance degree from The Ohio State University, Fisher College of Business. She lives in La Jolla, CA where she enjoys spending as much time as she can near the beach, running, swimming or paddle boarding. Nicole is also a certified Pilates instructor.