Lindsey Mazzola, CFP®, CTFA, MBA
Director of Client Operations, Shareholder
Multitasker Extraordinaire! Lindsey oversees the direction and coordination of all things client service. Her top priority everyday is to exceed the expectations and meet the needs of clients and her teammates.
Multitasker Extraordinaire! Lindsey oversees the direction and coordination of all things client service. Her top priority everyday is to exceed the expectations and meet the needs of clients and her teammates.
A Jane of all trades
Since joining Legacy in 2004, Lindsey has served in several different roles — including financial analyst, portfolio manager, and financial planner before being elevated to Director of Client Operations.
Sun vs. snow: Why not both?
When not in the office, Lindsey and her husband love to pass time skiing down powdery slopes, and traveling around the world. Their travel destination bucket list is long!