As a Planning Associate, Lindsay supports the advisory team in a variety of client service and planning activities. Responsibilities include preparing for client meetings, assisting with the onboarding of new assets, drafting Investment Policy Statements, and maintaining communication with clients and their professional contacts.
Lindsay participates in client meetings and assists with documenting and coordinating follow-up items. Additional responsibilities include contributing to the development of financial plans, gathering information from clients, and monitoring planning strategies and tax law developments relevant to client needs. Working alongside the client service team, she manages multiple projects and administrative tasks within a fast-paced environment, applying organizational skills and attention to detail to support ongoing client and team initiatives.
How do you feel you help to create impact for clients?
I help create impact by ensuring everything behind the scenes is accurate, organized, and tailored,
so advisors can focus on delivering thoughtful, personalized guidance to clients.
What do you feel is a strength that you have?
I bring strong empathy and listening skills, allowing me to understand client needs and translate conversations into clear, organized and actionable plans.
What do you enjoy most about working at Modera?
The team culture and the constant opportunity to learn and grow. It makes coming to work both engaging and rewarding.
When you retire you’re going to…?
Retire somewhere in the mountains, embracing the outdoors and a more relaxed pace of life.
B.A. Corporate and Organizational Communications
