meet our team
Administrative Assistant - email@example.com
Lindsay began working for Principium Tactical Wealth Management as Brett’s personal Executive Administrative Assistant in the fall of 2013. Lindsay joined the team having come from a background in customer service, high net-worth client service, event planning and training, as part of multiple management positions she held while in college and also post-grad. She had known Chris and Brett for 6 years prior to beginning her professional journey with them. She quickly learned the Medicare and major medical side of the retirement planning business and provides regular service and annual reviews to clients to insure they are always on the best and most affordable plan.
In regards to financial planning, Lindsay is in charge of event planning and preparation for all financial seminars and meetings that occur. She partners with local businesses to plan, coordinate and execute seminars, as well as serving as a liaison to our marketing team.
Her favorite part of the day is spent with clients. Aside from every day administrative duties, she enjoys engaging with clients, getting to know them on a personal level as she arranges appointments and greets them at the door. She loves the satisfaction that comes from doing what is best for a client and going above and beyond in customer service. All great relationships start with first impressions, and Lindsay strives to make a great and lasting first impression to clients as they embark on long term relationships with our company.
Outside of work, Lindsay is the director or the children’s choir at her local church where she also leads worship as a vocalist and serves on leadership teams, such as worship leader for the annual Vacation Bible School. In her free time, she loves to go on adventures with her boyfriend, Brad (especially ones that include ice cream!), play with her nieces and five dogs, and cook/bake for others. Don’t forget to ask her for cookies at your next appointment!