Lynette Wheeler
Director of Client Care
Lynette T. Wheeler joined Paulson Wealth Management as the Director of Client Care in July 2024, and works from the Wheaton, Illinois office. Lynette’s primary focus is assuring the Client Care team provides high quality client services, as well as being responsible for other key support functions for the firm.
Prior to starting at Paulson Wealth, Lynette was employed by Swiss Financial Services, Inc. for over 36 years. She began her career there as a back-office intern working her way up to President of the firm in July 2010. Her experience providing Fund Administration services for alternative investment vehicles brings a broad and unique perspective to our team.
Lynette graduated Magna Cum Laude with a Bachelor of Business Administration degree in Finance from Loyola University of Chicago. She currently lives in Wheaton, Illinois with her husband and three daughters.