Lindsay has a heart of gold and provides excellent service to our clients as well as support to our advisors at Legacy.
Lindsay joined Legacy Financial in May of 2012 after relocating back to the Tri-State area. She has been working in the financial industry since graduating from the University of Cincinnati in 2008 where she received a Bachelor of Arts and Sciences degree. Lindsay assists in all new account coordination, transfer of assets and portfolio management. In her free time, she enjoys spending time with her family, playing tennis, and traveling. Lindsay, her husband, Tom, and her son Owen, reside in Walnut Hills.