Registered Representative & Operations Manager
Client care is Lindsay’s top priority for all clients regardless of their current situation or previous investment experience; however, she’s especially passionate about empowering women to take control of their finances. Whether working with widows or women going through a divorce, Lindsay takes special time and care to help clients with the process, answering their questions with the goal of alleviating the fear of planning for the future, and help contribute to the peace of mind that comes with knowing they’ve got a partner working for them, and more importantly with them, at every stage of life.
Lindsay joined Keowee Financial Group in the fall of 2022 after relocating to South Carolina from Cincinnati, Ohio. Since joining the firm, she has obtained her Series 7 Registration for the purpose of improving support to both our clients and advisors. She is also responsible for managing and executing day- to-day business operations and mitigating any financial, regulatory, or reputational risks to the firm.
When not working, you’ll find Lindsay boating and spending time on beautiful Lake Keowee with her husband and their three daughters.
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