Client Services Assistant
At Wagener-Lee, Lynda Kreutzinger provides administrative and technical support to help ensure our clients’ financial well-being.
Natural Born Multi-Tasker
I enjoy speaking with our clients and assisting them with whatever it is they need; whether it’s the onboarding of information for new accounts, preparing meeting files for client appointments, prepping and processing financial planning contracts, or following up with client requests. As a registered Raymond James representative, I also hold my Series 7 license.
Attention to detail isn’t just in Lynda’s job description. It’s a skill she mastered from her very first professional position – and an asset she brings to Wagener-Lee every day.
I started my financial services career at the Washington, D.C. brokerage firm, Lang & Company. After working there for seven years, I joined the investment department of First American Bank in Tysons Corner. Then after several years of staying home to raise my children, I returned to the workforce at H&R Block in Ellicott City. I joined Wagener-Lee in 2015.
Daughter of D.C.
My children are fifth generation Washingtonians. My great-grandparents were born in D.C. in 1879 and 1880 when Rutherford B. Hayes was president! My grandmother was born in 1906, my father in 1931, and my kids were born in the late ‘80s and early ‘90s. I’m proud that our family tree includes over a century of history in the District, which has been home to people from all over America and the world.
In my free time, I love to sew. When my daughters were little, I made a lot of their clothes, and of course, their Halloween costumes. Now I mostly design and make household items, like draperies and pillows, and re-cover furniture. However, when my eldest daughter got married, I didn’t sew her wedding dress. Too much pressure! But I made most of the centerpieces, which I enjoyed.
Lynda is a District of Columbia native, who grew up in Rockville and Bethesda. She lives in Ellicott City with her husband David. They are the parents of three grown daughters: Rachel, Camille and Nicole. Lynda is a member of St. Louis Parish in Clarksville.
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