Lindsay joins Capstone after coming to Dunn Warren Investment Advisors in October 2013. She previously worked for many years as a Private\Business Banking Assistant in Minneapolis, Minnesota. Her primary responsibilities were providing loan administrative support and customer service duties in a manner of safeguarding the bank’s interest and creating a positive client experience. She earned a Bachelor’s degree in Graphic Design from The Art Institutes International Minnesota, and continues to work on various art projects in her free time.
Lindsay’s primary responsibilities at Capstone are answering client account inquiries, processing daily trade requests, assisting with account billing, preparing for client meetings, leading team meetings, as well as assisting with other operations and business support requests.
In her free time she enjoys hiking, snowboarding, golf, and cooking with her husband Blake.