Lindsey Summerville
Advisor Development Consultant
About Me
As an Advisor Development Consultant, I partner with insurance agents, registered reps, and investment advisor representatives to help with marketing, sales, and business operations.
With over 12 years in the financial industry I’m able to draw on multiple areas of knowledge. Whether it be wholesaling mutual funds, ETFs, CITs, both variable and fixed indexed annuities, as well as retirement plans, I’m able to leverage this experience and provide comprehensive support to my advisors.
In my career I’ve held multiple roles while working for eight years at the global financial institution, Invesco, and three years at Ohio National.
I am a Chartered Retirement Plans Specialist and currently hold the Series 7, 66 licenses.
I’m a huge sports fan and like to play golf. I love reading, and playing any type of trivia. I also enjoy spending time with my wife Tracy and two kids, Anna, and Davis.
I support Agents, Registered Reps, and Investment Advisor Representatives looking to benefit from the breadth and depth of InsurMark’s support. Those who seek to take their practice to the next level and elevate from being an advisor who happens to own a business, to a business owner that happens to be an advisor.
You can expect an expansion of your business, increase in your income, reduction of your overhead. Through proven processes we seek to drive Business Alpha, the additional return to your business when partnering with InsurMark. The result? Better outcomes for your clients and a better work-life balance for the advisor.
Meet the Team
Life Advisor Development Consultant
Maria Thibodeaux
Life Insurance Case Manager
Aaron Lee
Advisor Contracting Leader