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Lindsey Johnson

Client Services Coordinator 

Lindsey has been an integral part of our team since 2014. As Client Services Coordinator, she anticipates client needs, solves problems, and follows through on executing the strategic financial plan.

Lindsey’s role encompasses everything client services, from new client onboarding, account opening and maintenance, transfers and money movement, and coordinating client requests. She also maintains the firm’s compliance to the most recent regulation, as well as oversees our website and communications.

A graduate of Mississippi University for Women, Lindsey holds a Bachelor’s Degree in Business Administration, with a concentration in Marketing.

Outside of work she spends much of her time with her niece and nephews. Lindsey also has a Miniature Schnauzer named Bentley and a Morkie named Lucy.