People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

“I enjoy building relationships with our clients, serving their needs, and resolving issues seamlessly while maintaining high standards.”

Lindsay Evans

Client Service Associate

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As a Client Service Associate at The Colony Group, Lindsay provides a broad range of technical and client management support to a team of wealth advisors while efficiently managing the day-to-day office needs of the Concord, New Hampshire, office.

Lindsay is attentive to the needs of our client’s and strives to address them seamlessly, on time, and in a professional and friendly manner.

Before joining The Colony Group, Lindsay worked as an Account Manager for a business aviation management products and services provider, and prior to that, she held various positions with a tech company specialized in payment automation.

She attended Norwich University where she earned a Bachelor of Science in Communications and Digital Media.

Outside of the office, Lindsay enjoys traveling to new places with her fiancé and hiking.