Client Relations Associate
Lindsay graduated from the University of Colorado-Colorado Springs with a Bachelor of Arts: Sociology.
She brings eight years of administrative and information technology experience and four years of financial service experience to Mont Wealth Financial Advisors.
Lindsay enjoys getting to know each of our clients and helping them with all their servicing needs. She is responsible for the account opening process and the workflows associated with that process until the account is funded.
She also manages the firm’s calendar; coordinating client and strategic partners meetings, client seminars and events, industry conferences, and training opportunities to expand the firm’s knowledge and resources.
In addition, she performs general office duties to support the needs of the firm.
When she is not working, Lindsay enjoys crochet, photography, and taking long walks.