Lindsey Garcia joined the firm in 2026 and brings experience in the financial services industry and business operations spanning back to 2019. Throughout her career, she has developed a strong foundation in client service, relationship management, and operational support, with a passion for creating efficient processes and delivering positive client experiences.
As a Relationship Manager, Lindsey enjoys simplifying complex retirement plan concepts and providing a responsive, high-touch experience for both plan sponsors and participants. She is committed to building lasting relationships and ensuring helping clients navigate their retirement plan needs with ongoing support and communication
Outside of work, Lindsey is a musician who enjoys exploring new hobbies, staying active, and spending quality time with her fiancé, their dog, and two cats.
