Lindsay assists in new account coordination, transfer of assets, and portfolio management support. As a Client Service Associate, she handles paperwork processing, administrative duties, and client requests with meticulous attention to detail. She has served at Legacy Financial for over a decade.

With her calm demeanor and strong multitasking skills, Lindsay never gets overwhelmed, always going the extra mile to support both clients and advisors.

Lindsay joined Legacy Financial in May 2012 after relocating from New Orleans. She has worked in the financial industry since graduating from the University of Cincinnati in 2008 with a Bachelor of Arts and Sciences degree.

Lindsay is married to her husband Tom (10+ years) with three children. She resides in Anderson Township and enjoys family time, youth sports, and traveling.