Lindsey applies her more than 10 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Lindsey plays an integral role in serving our clients, working with our team to communicate information and address all needs and requests. A skillful problem-solver, Lindsey addresses client requests and administrative needs with speed and accuracy. Lindsey also supports the business operations of Bryan Winter, and our team, and plays a key role in preparing financial reports.

Prior to joining our team in June 2022, Lindsey was a Registered Client Service Associate at Davenport & Company LLC.  She holds a bachelor’s degree in Human Services from Old Dominion University.

Lindsey is originally from Williamsburg, VA, and now lives in Portsmouth with her husband, Bob. When not in the office, Lindsey enjoys traveling, shopping, baking cakes, spending time with her family, friends and French Bulldog, Woody.