Diane M. Lindsey, CFP®, CRPC

Diane M. Lindsey, CFP®, CRPC

Director of Client Services

Phone: (336) 297-9194
Fax: (336) 297-4945
E-mail:

Brief Biography
 
A native of Greensboro, Diane Lindsey began her career in financial services in 1984. During her career she has earned the professional designations of Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®). Her emphasis is to provide exemplary services to clients designed to meet their specific goals and objectives.
 
She works with clients to identify specific life goals and then assists them in prioritizing and developing strategies to accomplish those goals. Diane approaches financial planning as a long-term relationship that extends beyond just providing financial advice and managing assets. Diane also holds North Carolina insurance licenses for life, accident, and health as well as long-term care and Medicare supplement.
 
Diane and her husband, Ben live in Summerfield, NC and have four adult sons and three granddaughters. She enjoys exercising, kayaking, and needlework. Diane serves on the advisory board for the Office Systems Technology and Medical Office Administration program at Guilford Technical Community College. She is active in her church and volunteers with organizations that serve families with special needs.