Lindsey Coleman

Portrait of Lindsey Coleman

Lindsey Coleman


Director of Operations

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No matter what happens in life, be good to people. Being good to people is a wonderful legacy to leave behind.

Lindsey is the Director of Operations for financial planner Steve Privette, where she leads internal operations and ensures smooth, reliable communication between clients and the firm. While keenly focused on efficiency and clarity, it’s Lindsey’s heart for client service that sets her apart as she meets each need with genuine care and concern. Whether coordinating money movement, creating new workflows, or solving logistical puzzles, Lindsey is known for turning complex requests into seamless client experiences.

Originally graduating in 2014 with a Bachelor of Science in Health Fitness, Lindsey also completed specialized training as a licensed massage therapist. While her career began in the health and wellness space, she soon discovered a passion for the fast-paced, detail-oriented world of finance. Since making the shift, Lindsey has built a reputation for exceptional client service.

Outside of work, Lindsey enjoys life with her husband, Kyle, and their three cats—Salem, Binx, and Scooby Doo. A true Midwesterner at heart, she lives for the fall season and all things Halloween. Her favorite traditions include decorating her home, visiting pumpkin patches, and tracking the perfect fall foliage. She also loves puzzles, weekly trivia nights, and summer escapes to her family’s lake cabin.