Most of Lindsey's day is committed to providing a smooth and efficient experience for every client. She coordinates new account openings, account transfers, life insurance applications, and ongoing service requests. With a strong focus on organization, accuracy, and responsiveness, Lindsey helps ensure that clients receive the high level of service and support they deserve throughout every stage of their financial journey. Lindsey received her Bachelor of Science in Business Administration and Management in 2003. Outside of work, she enjoys spending time with her husband and three, incredible children.