Lynne A. Behunin is a Senior Operations Analyst at Modera.
Prior to joining Modera, she spent 13 years with RS Crum, where she was responsible for operations management, financial reporting and budgeting, client reporting and billing, human resources administration, employee onboarding and offboarding, payroll, and general office management.
Earlier in her career, Lynne worked as a financial paraplanner for a financial planning firm and spent more than 20 years in operations leadership roles with various real estate development firms.
The daughter of a military officer, Lynne spent her childhood living in numerous locations, including Okinawa, Texas, Arizona, Alabama, Oklahoma, Maryland, and California.
She currently resides in California and enjoys traveling in her free time.
What do you value most in your client relationships?
I appreciate developing friendships with clients and genuinely caring about them.
How do you feel you help to create impact for clients?
I create impact by taking the time to listen to our clients, by caring about their challenges, and letting our client feel valued.
What do you feel is a strength that you have?
I have a strong work ethic, and I’m a team player with an ability to multitask efficiently.
When you retire you’re going to…?
I’m looking forward to sleeping when I retire.
Where did you grow up? Where do you live now?
I was born in Alabama and currently live in California. Growing up, our family lived in Okinawa, Oklahoma, Texas, Arizona, Maryland, and California—to name a few locations.
What has been a particularly rewarding moment in your career?
I have enjoyed my 13 years of service at RS Crum. I have valued the growth and change from a 40-client household firm to now 250+client households. We went through major technology upgrade—including building out the infrastructure that allowed us to serve that many clients. I also enjoy the constant and ever-changing landscape of this industry. But, most of all, I value the great honest, caring team of leaders that inspire clients and challenge the team members to grow and learn.
What’s a destination in the world that you aspire to visit?
I can never have enough visits to Italy and France, especially the countryside and coastal areas.
How do you caffeinate?
Intravenously–as much as possible.
UC Davis,
Bachelor of Science
