Client Care Manager
Lyndsey is committed to providing exceptional service and operational support to Olson Wealth Group, ensuring a seamless experience for clients and advisors. With a focus on efficiency and attention to detail, she plays a vital role in streamlining processes and enhancing the client experience.
With over four years in the financial services industry, Lyndsey specializes in account administration, including account openings and maintenance. Her attention to detail and commitment to excellence help ensure clients receive the highest level of service.
Lyndsey earned her bachelor’s degree in criminal justice from Iowa Wesleyan University. She began her career in financial services in an administrative role at Cambridge Investment Research, Inc., supporting multiple advisors. In 2022, she joined LPL Financial, where she continues to provide expert administrative support through the Admin Solutions program. She holds her FINRA SIE and Series 99 licenses.
Originally from Arizona, Lyndsey has called Southeast Iowa home for over 15 years. She resides in a small town with her husband and twin daughters. Outside of work, she enjoys spending time with family and friends, embracing the outdoors when Iowa weather allows, or unwinding
