Lead Client Services Specialist
Lindsay joined Signature Financial Planning in March 2017 as a Client Services Specialist. Her responsibilities include responding to client related issues and communicating regularly with clients to ensure that we meet and exceed their expectations. Prior to joining Signature, Lindsay worked for a drug and alcohol rehabilitation company as an Administrative Assistant.
Lindsay is originally from the Philadelphia area but moved to Pittsburgh to pursue her higher education at the University of Pittsburgh. She earned a B.A. in Communication and Sociology, as well as a minor in Italian Studies. She is registered through Kestra Investment Services, LLC (Kestra IS) and is a notary public.
A chat with Lindsay
What made you want a career in finance?
My career at Signature Financial Planning has allowed me to learn more about the investment industry than I could have ever imagined. With that, I’ve learned how comprehensive financial planning can help people reach their goals. I really enjoy helping people succeed and assisting in the financial planning process has given me the opportunity to experience this.
What do you like best about being a part of the signature financial family?
Everyone at Signature is extremely supportive. Each person wants you to be the best person you can be. It’s an amazing feeling to be able to walk into a place each morning with such positivity and support.
On a professional level, what are your biggest accomplishments?
I was recently promoted to Lead Client Service Specialist, which was a huge accomplishment for me. This new position has allowed me to develop my leadership skills while continuing to learn more in depth about financial planning. I also obtained my Series 6 and 63 licenses in 2018. Obtaining my Communications and Sociology degrees from the University of Pittsburgh will always be one of the biggest accomplishments in my life.
What do you love to do outside of work?
I really enjoy trying new things, whether that’s new restaurants, traveling to different cities, or even just trying a different route home. I love to explore. I also love spending time with friends and family.
What are you passionate in your personal life?
I am really passionate about health and fitness. I try to exercise as much as possible. I really believe in taking care of your body with exercise and proper nutrition.
What is your most memorable travel experience?
Anytime I can travel to a beach, it’s a memorable experience in my eyes. I absolutely love the beach and can’t get enough of it.