Ask anyone in the office and they’ll tell you, Lindsey excels at building deep relationships with her clients. How does she do it? “Simple,” she says. “Listen and empathize with them.” Lindsey’s initiative also helps make a client’s life easier. Like collaborating with Jim and Mary’s CPA to save them the daunting task of remembering which questions to ask, or helping to educate a client’s college-age child on how best to start saving and investing.

Lindsey became a financial advisor because it allows her to apply many professional disciplines in order to improve clients’ every-day lives. The piece of advice she lives by:

When not spending time helping her clients, Lindsey can be found chasing her two daughters around the house—great training, actually, for the half marathon she completed in October 2010.