Lindy facilitates client requests, manages our Annual Review scheduling process and tracks transactions to ensure they are completed accurately and in a timely manner. She also oversees office logistics, maintaining an office environment that is warm, welcoming, organized and running smoothly.
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Lindy graduated from Illinois State University in 2007 with a B.S. in Psychology and Criminal Justice. Prior to joining James Investment Group, Lindy worked in the banking industry for 10 years and within the engineering sector for 15 years. She resides in Coralville with her husband and their two cats, Arlo & Sully.
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I enjoy working with a great team to help others achieve their financial goals.
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A correctional counselor or the owner of a cat café!
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At the local library or bookstore.
