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Client Services Manager, Registered Principal

Bio

Lindsey Keith, Client Services Manager, assists in the management of retirement plans and wealth accumulation accounts for individuals and corporations. She serves as a valuable resource to clients by providing excellent customer service and problem-solving resolutions. Lindsey is passionate about providing legendary service and investing in relationships with clients.

Areas of Expertise

Customer Service
Operations
Investments
Project Management

Lindsey Keith

Favorite HORAN Fundamental
Do The Right Thing, Always