Client Services Coordinator
Lindsey has been an integral part of our team since 2014. As Client Services Coordinator, she is responsible for executing the strategic financial plans.
Lindsey’s role encompasses everything from new client onboarding, account opening and maintenance, transfers and money movement, to overseeing all client services requests, and maintaining the firm’s compliance to the most recent regulation. She additionally oversees our website and communications.
A graduate of Mississippi University for Women, Lindsey holds a Bachelor’s Degree in Business Administration, with a concentration in Marketing.
Outside of work she spends much of her time with her niece and nephews. Lindsey also has a Miniature Schnauzer named Bentley and a Morkie named Lucy.