Lindzey’s personable manner and knack for organization help her fit right in as the marketing director for the practice, managing the digital client experience and overall communications. Fluent in English and Spanish, she assists our Spanish-speaking clients and plan participants. She also organizes client events and serves in a bookkeeping role to assist clients and their CPAs with complex entities, including trusts and family limited partnerships. “My goal for clients is to make it easier for them to engage in ways they find valuable,” Lindzey says.

She joined the practice in August 2021, drawn by the opportunity to support a team with a mission to simplify people’s financial lives. She earned a Bachelor of Science in multidisciplinary studies from Texas Tech University.

A native Texan, she lives in Snyder, Texas, with her sons, Jayden and Keellon. In her free time, Lindzey enjoys taking CrossFit classes, traveling with her family and attending her sons’ sporting events and school functions.