As head of operations at Financial Advantage Associates, Lindsay is responsible for the core internal processes of the company along with support of the financial professional team. She provides oversight to the day-to-day administrative functions, growth strategy of the firm and financial operations. Her favorite and most valued portion of her role is her collaboration with the advisor team.
Lindsay joined Financial Advantage Associates in December 2014. She brings a background in Business Administration and Public Accounting. In addition to her role at Financial Advantage, Lindsay is the Tax Director at FAA Tax, LLC a firm that offers synergistic tax planning and income tax preparation to the community. Lindsay is known for being personable and dependable in representing, advising, and assisting clients with tax-related matters as it relates to their holistic financial plan.
She received her Bachelors in Business Administration with a degree in Accounting from Florida Atlantic University and is an Enrolled Agent, with the privilege of representing taxpayers before the Internal Revenue Service.
Lindsay lives in Poolesville Maryland. She and her husband Nick enjoy as much time as possible in their community with their two children, Kennedy, and SJ.