Lindsey brings her distinct client-advocacy perspective to Wambolt, where she’ll execute outreach strategies to engage our clients in activities that build and secure wealth. This extends to directing clients to the right specialists and educational resources to help each individual and family achieve their desired financial lifestyle.
Her goal is to make the client experience at W&A the best in the industry. Whether she is helping balance client accounts or working with club members–Fly of the Month and Women, Wealth & Wisdom–Lindsey is focused on improving delivery processes and building a rapport with each client in the Wambolt family.
Lindsey comes to us from JPMorgan Chase Bank in Windsor, Colorado, where she provided private client banking services to high-net-worth individuals. As part of the management team and a top performer among her peers, she hand-selected those products and services that best fit client needs.
Lindsey holds a political science degree from the University of Wyoming, with a pre-law emphasis. She has her Series 65 in place, as well as variable and life insurance licenses.
The University of Wyoming, Laramie, WY / Political Science Degree, Pre-Law Emphasis