Associate Wealth Advisor, Retirement Plans
Lindsay began her financial career in 2005 as a supervisor for Citi Bank. Her areas of expertise include Private Client banking, business banking, high-net-worth financial planning, retirement planning, Corporate Retirement Plan consulting and life insurance strategies. Prior to joining Mercer Advisors, Lindsay worked as a Premier Banker at Wells Fargo Bank and most recently as a Client Service Administrator at Rowland Carmichael Advisors. She graduated from the University of Montana with a Bachelor of Science degree in Exercise Physiology.