Lindsay joined Woodmont Investment Counsel in 2019 as Senior Vice President and Director of Planning. She became Principal in 2023 and as an advisor focuses on serving high-net-worth individuals and families. Lindsay enjoys helping clients across all life stages and regularly coordinates a team of internal and external advisors to maximize opportunities around estate, philanthropic, social security, and Medicare issues. As a member of Woodmont’s planning team, she also assists with client and other firm-related education efforts on a wide range of financial topics.
Prior to joining Woodmont, Lindsay was a Vice President at Diversified Trust Company, where she was a member of the Wealth Strategies Team focusing on providing comprehensive financial planning for high-net-worth individuals and families. Lindsay began her career at Reliance Trust Company in Atlanta, GA where she was an Assistant Vice President supporting administration and investments.
Outside of work, Lindsay enjoys checking out new restaurants, traveling, watching LSU football, and spending time with her friends and dog, Siri.
B.A. in Finance from Kennesaw State University
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst®
Retirement Income Certified Professional®
Activities and Memberships:
Member, Leadership Middle Tennessee Class of 2024
Member, Financial Planning Association®
Member, Investments & Wealth Institute
2019-2021 Board Member, Financial Planning Association of Middle Tennessee