As a Planning Associate, Lindsay plays an integral role in supporting the advisory team by helping deliver thoughtful, high-quality service to clients. Responsibilities span from preparing for meetings and assisting with the onboarding of new assets to drafting Investment Policy Statements and maintaining communication with clients and their professional contacts.
Frequently involved in client meetings, Lindsay helps ensure that follow-up actions are handled with accuracy and care. In addition to logistical support, she contributes to the development of comprehensive financial plans, gathers relevant and timely information from clients, and stays current on planning strategies and changes in tax law. By working closely with the client service team and applying strong organizational skills and sharp attention to detail, Lindsay effectively manages multiple projects in a dynamic environment.
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
