Executive Assistant to Gary L. Fisher
Lindsey holds a Bachelors Degree from Central Michigan University, and is a graduate of LPL Administration University (AdminU) where she obtained in depth company and industry specific training. In her fourth year in the financial services industry, she has been involved in a diverse array of activities and has received product and company specific training in virtually every key area of the financial planning process.
Lindsey works closely with our clients and is not only the friendly voice on the phone when you call the office, she is also often involved in client meetings and conference calls. She focuses her time on handling some of the critical details and administrative processes that go in to making transactions, paperwork, and day- to-day functions work smoothly and seamlessly. She is also a great source of information when it comes to client account statements, transactions, company processes, and work flow.
Her work in helping onboard new clients is a key element in making sure that our clients always understand what is happening from the beginning of the process until the end. In short, Lindsey is a key team member, and someone who will help make your experience with GL Fisher Capital Management a satisfying one!