Lindy Harris works with our clients on their day-to-day needs, including opening new accounts, managing the logistics of life transitions, and accessing their money. As a Financial Services Associate, she works closely with Pam’s clients. Lindy sees her role as being the link between the advisor and the client, and she enjoys knowing that her work is helping people achieve their financial goals.
Lindy enjoys traveling, particularly on occasional spontaneous trips. She also loves art, rec sports, and craft beer. Her favorite place in Ann Arbor is Nichols Arboretum, which she thinks is beautiful all year long, from the peonies in summer to the quietness of winter (and her dog agrees!).
University of Florida
BA,Economics Major, English Lit and Business Admin Minors
Liberty Mutual Insurance Company