Lindsay Terry

Lindsay comes to FMI with over 15 years of experience in various administrative roles within the banking, insurance, and financial services industries – most recently as an operations team lead for an independent financial advising firm. She earned her Bachelor’s Degree in Business Administration with a Concentration in Finance from Bridgewater College in 2012.

Lindsay was born and raised in Churchville, Virginia where she and her husband, Chris, still reside with their three small children. In her spare time, she enjoys spending time with her family, traveling, and assisting with her children’s extracurricular activities and sports teams. She takes pride in providing an exceptional client experience and playing a small part in the long-term outcome of one’s financial future.

How Lindsay can help you:

As a valued member of our client services team, Lindsay is committed to making your experience with FMI smooth, efficient, and tailored to your needs.

She can help with:

• Scheduling and managing appointments
• Preparing documents and guiding you through client onboarding
• Coordinating account changes and service requests
• Facilitating clear, timely communication with your advisor
• Assisting with the day-to-day details of your financial planning journey

Lindsay is often one of the first friendly voices you’ll hear when reaching out and is always glad to assist in keeping your planning process simple, organized, and stress-free.