Lindsay is a Relationship Manager and Financial Planner working directly with clients to help guide them throughout all stages of their financial lifecycle. She is also responsible for the firm’s retirement plan consulting services working with business owners and helping them manage their employee retirement plans.
With over 8 years of financial experience Lindsay is passionate about helping others take control of and simplify the management of their finances. Lindsay started her career with Fidelity Investments in 2010 on their institutional sales desk and held several leadership positions with increasing responsibility. Prior to joining WestView in 2016, Lindsay was a sales desk manager responsible for recruiting, training and developing a team of Fidelity sales associates.
Lindsay graduated from Bryant University in 2010 with a BS in Business Administration, dual majors in Finance and Marketing and a minor in French. Lindsay relocated from Rhode Island in 2016 and now lives in Waterbury, Vermont with her husband Jack, daughter Lucy Rose and basset hound Louie. In her free time, she enjoys snowboarding, hiking, Crossfit and traveling to see family.
Lindsay is a Chartered Retirement Plans Specialist℠ and currently completing coursework to become a CERTIFIED FINANCIAL PLANNER™.