Lindsay serves as a client concierge, assisting with service processes like handling distributions, transferring funds, and processing checks and trades. She also serves as our expert for Required Minimum Distributions, helping to ensure our client family members take out the exact amount they need at the right time to meet the government rules.

Lindsay is committed to providing clients with outstanding service and meticulous attention to detail. She is a 2008 Western Michigan University graduate and earned her Bachelor of Business Administration degree as a Marketing major. Lindsay is dedicated to continuous learning; she earned her Master of Business Administration degree from Baker College in 2017 and also received a Series 6 license in 2012.

Raised in Fowlerville, Lindsay now resides in Leslie with her husband, Jon, and their son, Waylon. She and her family adore their new puppy, Wolfie. They spend a good portion of their free time working on home renovations, both indoors and outdoors. Speaking of the great outdoors, Lindsay and her family are huge lovers of camping and spend as many days as possible “roughing it” in their camper.