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Corporate Retirement Director
(Houston)
Lindsay joined Wealth Partners Alliance in 2024 as a Corporate Retirement Director in partnership with her father, Carl Lambert. She brings with her an impressive multi-decade career with industry giants such as Morgan Stanley and UBS. Her extensive and deep knowledge of the financial industry has made her a sought-after expert in corporate retirement planning.
Prior to joining WPA, Lindsay held the role of Senior Vice President – Financial Advisor, Corporate Retirement Director at RBC Wealth Management. In this capacity, she provided invaluable guidance and strategic planning to numerous corporate clients, solidifying her reputation as a trusted advisor in the field.
Specializing in the world of corporate retirement, Lindsay serves as a leader in this space. She is dedicated to leveraging her expertise to assist businesses in tailoring their retirement benefits to align with their unique objectives and ensure the financial well-being of their employees.
Lindsay is a Certified Plan Fiduciary Advisor (CPFA®), a Certified 401(k) Professional (C(k)P®) and a Chartered Retirement Plans Specialist (CRPS®).
Residing in Houston, Lindsay shares her life with her husband, Mark, and their beloved daughter.