Consulting

Strategic Planning

With Lindsey’s robust experience from all different affiliations within financial services paired with her MBA, she has the ability to take complex problems to bite sized solutions. In this work, she can analyze a firm or program and provide expert feedback from a next-gen female lens which is paramount as firms meet the needs of their clients and future clients.

Recruiting

Linds has the ability to help you build out your team with qualified talent. She can help pair talent from her robust network to meet the needs of your firm. In this work, she may partner with outside talent managers to help find the best talent.

Financial Planning Consultant

Need help for some financial planning projects? Leverage Lindsey’s expertise to help your firm with your financial planning needs. She has extensive experience with institutional retirement plan building, planning for high net worth folks and for the mass affluent market. This contract work opportunity allows for you to hire an expert part time.

Career Coaching

Not only will Lindsey open up her calendar for a 30 minute call, she will take time to review prospective talent’s LinkedIn and resume to college students and emerging next gen talent. This resource is something many pay hundreds of dollars for but she provides this as a complimentary service as her way to give back to the community.

We had originally had planned for Linds to serve in a paraplanner role, we soon realized that her strategic skillset had to be leveraged. Excited to see what is to come.

-Tyrone

Lindsey was the right addition to help our team handle our increased workload. She brought a level of expertise that greatly benefited the team.

-Rachel