Meet Lindsey Shaffner, our newest Warner Group Client Services Manager!
Lindsey started her career in finance right out of graduate school as an equity trader for 15 years at Neuberger Berman. She became extremely familiar with asset management, and her knowledge of the securities industry and passion for helping people will bring Warner Group an even broader perspective.
Lindsay says "I've known James for years and after meeting his team, I knew it was something I wanted to be a part of. The team that James has created at WG is just that, A TEAM! Everyone works so well together."
Lindsey's enthusiam for helping others and her strong work ethic will be a huge asset to Warner Group.
"I know Lindsey will bring another perspective to this team and will help our clients in many different ways. I am excited to see the team grow and of course add another layer of service and expertise to Warner Group," says James.
Lindsey is currently insurance licensed and her goal is to become a Financial Advisor and receive her CFP designation in the next few years.
In her free time, she enjoys being active and outside. If she's not doing a workout at F45, she can be found going for a walk. Of course family is most important to her and she spends a lot of her time with her niece, Morgan. Lindsey has a passion for travel and cannot wait to plan her next trip.
We are so excited to welcome Lindsey to the team! If you'd like to connect with her, please call 203-929-2727.