Lindsay Huppertz

Director of Marketing and Client Communication

Success was once measured by location, location, location.  Today we believe its communication, communication, communication.  We don’t expect you to become an expert in the investment management world, but we do believe that you should be kept informed.  Our clients have access to an ala carte system of communications which include weekly market updates, monthly communication via mail/phone custom account reviews, meetings with your advisor, webinars, and events to keep you informed at the level you want to be. Lindsay graduated from Western Michigan University in 2012 with a Bachelor of Science Degree in Finance.  She has held numerous positions within the finance industry supporting the marketing and development of proposals, presentations and management of client communications.

Lindsay is a three-time world champion rider showing American Saddlebred Horses since the age of 4.  In addition to riding horses, her and her husband Craig enjoy watching Michigan sports, are avid golfers and enjoy spending their free time with their daughter Kyleigh.

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