Client Service Support
Lindsey joined IWP in 2022 with a strong Client Service background and 4 years of experience in the financial services industry. Before joining IWP she was the lead Client Service Associate with a local wealth management firm, assisting her team by providing exceptional customer service, customized financial planning, and managing daily operations for her team. Lindsey holds a Bachelor of Science degree in Health Education from Middle Tennessee State University of Murfreesboro. She loves incorporating Health and Nutrition into all aspects of her life. She holds a Series 7 license and Series 66.