Lindsay, a Massachusetts native, is an avid New England sports fan. She developed an early passion from her late father which fostered an allegiance to the Patriots and a lifelong love for the team.
Lindsay graduated from Framingham State University with a Bachelor of Arts Degree in Communications. Lindsay’s love for people and culture grew as her worldview expanded when she had the opportunity to spend a semester abroad in Europe. Spending four months in London led to a love for architecture, touring museums, and royal history.
Post-college, Lindsay ventured into event planning before finding her niche in the financial industry, where she spent three years as a 401(k) specialist at Fidelity Investments. Lindsay joined Heritage in 2018 initially as a receptionist. Her welcoming personality and commitment to fostering a positive workplace culture was quickly felt by clients and team members and led to her current role as a senior administrative assistant. In this role, Lindsay supports the wealth management teams by facilitating scheduling, managing client communications, and contributing to firm’s business development initiatives. She also plans internal staff events and volunteer initiatives that help support our local communities.
Outside of work, Lindsay stays busy with her husband, two children, and pets. She can often be found outdoors going for a run or walking their dog, Ozzy. A lover of most genres of music, a favorite outing is catching her favorite bands live in concert.