PWM Private Wealth Counsel, iA Private Wealth
Lindsay’s role is to assist the advisory team with meeting preparations, client inquiries, and scheduling, primarily working with Kevin Hegedus and Riley Sittler. She assists with all inquiries related to your account, including account openings, account transfers, and estate settlements, and takes pride in getting things done in an accurate and efficient manner.
Lindsay brings 11 years of experience in the financial industry, joining an investment firm as an insurance agent in 2011. She found her niche in the administrative side of the business, and made the move to PWM Private Wealth Counsel, iA Private Wealth in 2021.
Lindsay enjoys spending time with her husband, Harry, their two children, and their dog. When she’s not busy running her kids around, Lindsay is currently taking a refresher course in French and German, and plans to learn another language.