Lindsey Graf

With over 5 years of experience as a financial advisor assistant, Lindsey is dedicated to helping clients pursue their financial goals. Lindsey supports the advisory team by managing client communications, maintaining accounts, tracking investments, and updating records. Lindsey also organizes meetings, appointments, and events for both the advisory team and clients. Strong attention to detail, organizational skills, and interpersonal abilities allow Lindsey to efficiently handle multiple tasks and create a positive experience for clients.

Outside of work, Lindsey has been happily married to her husband, Jason, for 24 years. Together, they enjoy spending time with their four children, who are active in baseball and volleyball and share a passion for dance, cars, and farm life. Weekends are often spent at the lake surfing or exploring the outdoors. Though their lives are busy, they cherish the moments spent together as a family.