Most of Lindsey’s day goes toward making sure meetings with clients run smoothly. She enters your data into our financial planning tools, maintains your files, and makes sure your service forms get processed quickly and precisely. Our web guru and champion of philanthropy, she is a driving force behind our presence online and in the community. Lindsey received her Bachelor of Science in Business Administration and Management in 2003. Outside of work, Lindsey enjoys working on many home projects and spending time with her husband and three, incredible children.