Account Vice President
My goal is to simplify and bring clarity to my clients' financial lives. To do this, my team and I use a holistic, goals-based approach to help them make better decisions about their financial affairs and coordinate our efforts with highly regarded outside advisors including attorneys, tax professionals and insurance experts.
My practice is focused on providing in-depth and specialized financial guidance to individuals, families and businesses. I, along with my teammates, oversee and manage the financial affairs for our clients through the use of a business model that is centered on providing tailored strategies to complicated financial situations. We use an institutional approach to investment and risk management, coupled with a commitment to the highest level of professional service. Our clients benefit from our total team approach which involves regular contact and includes semi-annual 'face-to-face' meetings to update their plan, review progress towards goals and to make changes as needed.
I invite you to connect with me and my team if:
- You are currently retired or are near retirement and are seeking a holistic retirement plan that is flexible and can be adjusted as circumstances change in your life.
- You are not satisfied with the level of service from your current advisor and are looking for a new professional relationship with an advisor.
Senior Wealth Strategy Associate
Lindy H. Crews, ChFC®, CRPC
Wealth Management Associate
Lindy began her career in the financial services industry in 1993. During her career she has served in multiple roles including Personal Banker, Private Banking and Trust Associate, Business Banking Assistant and Registered Client Associate. Lindy obtained her securities license in 1997. She joined our team in 2005. Lindy has earned designations as a Chartered Financial Consultant and Chartered Retirement Planning Counselor.
Lindy provides excellent support to clients for all forms of operational requirements and administrative needs while striving to ensure an extraordinary client experience. Her ability to manage multiple projects and task as well as her knowledge and experience make her an invaluable member of our team.
Lindy is an active member of the North Central Florida Estate Planning Council and has served as the organization’s Secretary, Vice President and President. She volunteers with Family Promise of Gainesville. A life-long resident of Gainesville, Lindy and her husband Garry enjoy traveling domestically and internationally. She also enjoys spending time with her two daughters, sons-in-law and 5 granddaughters.