Client Services Manager
Lindsey serves as our Client Services Manager. She is our clients' main contact for financial service-related requests, with a goal of reliably ensuring efficient and effective results. She works closely with our advisors, Ron and Nolan, to direct all service-related aspects of the client relationship, including transfers, distributions, account paperwork, and special requests. Lindsey has over 10 years experience in the industry.
In her free time she loves traveling, kayaking, being active outdoors, tennis, reading, and spending quality time with her friends and family.