Who We Are

Lindsey Simon

Client Service Administrator

Lindsey is a lifelong Cincinnatian and graduated from The University of Cincinnati with a Bachelor of Business Administration in Accounting in 2019. While working her way through college, she spent two tax seasons interning with Wealthquest before joining the team full-time in the summer of 2019.

Lindsey is married and enjoys hiking, traveling, painting, and tending to her vegetable garden.



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000