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Effective January 1, 2019: Lamia Financial Group has joined Forum Financial Management, LP. 
Chris, Jeff, Juan, and David have become advisors of Forum, and we will be working with each client to seamlessly transition management of your portfolios to Forum. 
Learn more about Forum at www.forumfin.com.

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  2. Lynn Terry

Lynn Terry

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Lynn Terry
Tax Assistant
Phone: 
(805) 494-3416
Fax: 
(805) 725-3416
E-mail: 
lterry@lamiafinancial.com

Lynn joined Lamia Financial Group, Inc. in 2008 after a 22-year career with State Farm Insurance and three years with a local accounting firm.

She has dedicated her career to professional administration and has brought a wealth of administrative and operational experience to Lamia Financial Group. She is a Southern California native who has resided in Ventura County for all of her life. She is married and has two children.

100 E. Thousand Oaks Blvd., Suite 200
Thousand Oaks, California
91360 United States

jros@forumfin.com

(805) 494-3416

 

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