Lindsay K. Mills
With more than 15 years of experience in the financial services industry, Lindsay strives to simplify the financial management responsibilities for clients. This is exemplified through the process and attention to detail that she follows when transferring, titling, consolidating, and/or restructuring client’s assets. She thoroughly explains the process in advance, tracks, and reports progress to clients in a concise, understandable, and timely format. Her goal is to deliver memorable, personalized service, and she is committed to understanding each client and their individual needs.
Lindsay earned a Bachelor of Science degree in finance from Shippensburg University. She also holds the Series 7 and 66 licenses and has received advanced securities portfolio trading training.
Lindsay and her sons, Cameron and Jordan, live in Lancaster, Pennsylvania. In her free time, she is actively involved with her church and volunteers at her children’s schools.