Lindsay’s primary responsibility is serving clients in our Nashville office. She is part of the Wealth Strategies team where she focuses on providing holistic financial planning for our individual clients. She began her tenure at Diversified Trust as an Account Manager in the Atlanta office. Prior to joining the firm, Lindsay worked for Reliance Trust Company as an Assistant Vice President for the Agency Administration Department.
Lindsay received a Bachelor of Science in Business Administration from Kennesaw State University. In addition, she holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. She is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association®. Lindsay serves on the board of the Financial Planning Association of Middle Tennessee.