Lindsay joined HB Wealth in January 2025 after working with WMS Partners since August 2021. She supports the delivery of exceptional client service across all aspects of the client experience. Lindsay serves as a point of contact for clients, providing personalized and proactive communication to ensure their financial needs and goals are met with precision and care. Additionally, she serves as a co-lead of the client service team in the Mid-Atlantic office, focusing on implementing best practices that enhance operational efficiency and elevate the client experience.
Prior to joining HB Wealth, she spent six years with Greenspring Advisors in Towson, where she worked as a Client Service Associate. Lindsay also worked at Grant/GrossMendelsohn in a Client Service & Marketing role for eight years.
Lindsay was a member of the Notre Dame Prep Alumnae Association Board for 11 years. In her time there, she served as Secretary, Vice President, and President, helping raise funds for the Alumnae Association Scholarship Fund while also volunteering her time at various community events.
Lindsay earned her Bachelor’s Degree in Business Administration with a concentration in Marketing from Loyola College (University). She also has her Financial Paraplanner Qualified Professional (FPQP®) designation.
In her spare time, Lindsay enjoys spending time with her two children, family, and friends. She can be found on the sidelines of the soccer and lacrosse fields cheering loudly, or in the car driving from one practice to another!