Lyn Dippel, JD, CFP®, Curio Wealth Principal & Chief Operating Officer

Lyn Dippel, JD, CFP®

Founder, Senior Advisor & Chief Compliance Officer
Lyn Dippel, JD, CFP®, Curio Wealth Principal & Chief Operating Officer

As Founder, Senior Advisor, and Chief Compliance Officer at Curio, Lyn assists with running the day-to-day operations, provides guidance and mentorship to rising advisors, and serves clients with their planning and investment needs, drawing on her remarkable 24 years of experience.

Lyn received her undergraduate degree from the University of Richmond, where she obtained a BA in Psychology, and went on to receive her JD from George Mason School of Law. Lyn then went on to pursue and acquire her CERTIFIED FINANCIAL PLANNER™ designation.

Most recently, Lyn has specialized in working with female breadwinners. She is known for her ability to translate complex financial concepts into relatable and easy-to-understand concepts for her clients.

Beyond her professional commitments, Lyn has made significant contributions to her community, serving on various boards, including the Samaritan House of Annapolis and the Community Action Council of Howard County. She was also a Governor’s appointee to the Maryland General Assembly Compensation Commission for two consecutive terms ending in 2022.

In the coming years, Lyn looks forward to mentoring the next generation of advisors and providing deeper guidance in behavioral finance. Her interest in this area was driven by a desire to educate and assist those who find personal finance intimidating. This ties in with her personal values of helping others, curiosity, and lifelong learning.

Outside her professional roles, Lyn is a dedicated runner and 30-year yoga practitioner. She is passionate about travel, aspires to become a handpan player, and is currently learning French.

Certifications and Education

When you're in need of a fresh perspective, where do you go and why?

“I go on the water or out west. Being able to see the big sky and feel the sun on my face helps me connect to nature and keep everyday challenges in perspective.”
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GET IN TOUCH

Want to Learn More?

We’re excited to engage with you whether you’re curious about a particular topic or eager to explore how our approach can be personalized to suit your needs. Feel free to ask any questions or dive deeper into what we can offer.

Other Ways to Connect