Client Service Associate
Lindsey Benner is a Client Service Associate at Vertex Planning Partners, LLC. She has over ten years of experience in a variety of capacities in the financial services industry.
Lindsey earned her BA in Psychology at Ohio University. After earning her degree, she decided to pursue a career in finance and started in retail banking with National City Bank outside of Cleveland, Ohio. She completed the Retail Management Development Program, eventually serving as Branch manager for over a year. She returned home to Chicago with a role at National City Bank’s Private Client Group working in Fiduciary Investments. After several years in that role, she joined JPMorgan Private Bank, where she held a series of titles including: Estate Settlement Assistant, Market Administrative Officer and Client Service Manager. After leaving JPMorgan, she joined her husband Greg’s firm Redwood Financial Network as a Compliance Analyst.
She also holds the Series 7 and Series 66 licenses with LPL Financial.