About Lynore Yates. MSFS, CLTC®
Financial Advisor
Office (502) 296-2762 | Fax (502) 420-9913 | lynore@ccmresource.com
Lynore Yates is a Registered Financial Services Professional with 19 years of experience, specializing in retirement investments, Medicare and Social Security. She provides objective and customized insurance and investment strategies to help meet the financial goals of her clients.
Lynore is a graduate of the University of Louisville with a Bachelor of Science in Psychology. She received her Masters of Science in Financial Services (MSFS) with American College in November 2017. Lynore also holds her CLTC designation, specializing in long term care insurance and investing for retirement.
Prior to joining Commonwealth Capital Management, Lynore most recently worked for WestPoint Financial Group as a Financial Services Professional, having transferred from Physicians Mutual Insurance Company where she worked as a Division Manager. She had previously worked as an insurance agent specializing in senior benefits for Physicians Mutual and Bankers Life and Casualty. Before entering the financial industry she was an EMT for Yellow Ambulance Company and an Instructor for American Red Cross. Lynore also served in the United States Army for three years.
She is the Chair Person of St. Athanasius Picnic Committee, and is a past member and Chair Person of St. Athanasius Parish Council. She also was an Assistant Scout Master for the Boy Scouts, Troop 366 and is a St. George Recipient.
In her free time, Lynore enjoys hiking, backpacking, showing and training her German Shepherd, and spending time with her family.
Lynore is a graduate of the University of Louisville with a Bachelor of Science in Psychology. She received her Masters of Science in Financial Services (MSFS) with American College in November 2017. Lynore also holds her CLTC designation, specializing in long term care insurance and investing for retirement.
Prior to joining Commonwealth Capital Management, Lynore most recently worked for WestPoint Financial Group as a Financial Services Professional, having transferred from Physicians Mutual Insurance Company where she worked as a Division Manager. She had previously worked as an insurance agent specializing in senior benefits for Physicians Mutual and Bankers Life and Casualty. Before entering the financial industry she was an EMT for Yellow Ambulance Company and an Instructor for American Red Cross. Lynore also served in the United States Army for three years.
She is the Chair Person of St. Athanasius Picnic Committee, and is a past member and Chair Person of St. Athanasius Parish Council. She also was an Assistant Scout Master for the Boy Scouts, Troop 366 and is a St. George Recipient.
In her free time, Lynore enjoys hiking, backpacking, showing and training her German Shepherd, and spending time with her family.
