Dedicated, Accountable, Considerate

Lyndsey has served as a direct point of contact and a key resource for GM Advisory Group’s clients for over a decade. As a Client Relationship Manager, she is responsible for ensuring our clients’ experiences meet our exacting standards.

Lyndsey enjoys serving as her clients’ first point of contact, helping families spend more time together and less time managing their finances. She works passionately to inspire trust in her clients and answers any questions and concerns in a thorough and timely manner.

She continuously strives to improve the firm’s processes, deliver an excellent client experience, and strengthen our relationships with our clients.

Lyndsey is a member of the Locust Valley Chamber of Commerce. She lives on Long Island with her family and enjoys outdoor activities like boating, running, and biking.