Client Service Specialist
Lindsay Valentino

Experience: Started career in 2007 

At Beltz Ianni & Associates (now Modern Wealth Management), Lindsay has been responsible for processing new business and preparing client service-related applications and forms out of our Rochester, New York office. She previously worked as an administrative assistant at Nationwide, Penn Mutual, and MassMutual. 

Lindsay is married with three children. She enjoys reading, baking, crafting, and supporting charitable causes, including Out of the Darkness for AFSP and Golisano Children’s Hospital. Lindsay is also a board member of the Spencerport Soccer Club. 

Let’s Talk

Schedule a Conversation Today

Click below to schedule a short conversation with our Concierge Desk.

They will work with you to understand your needs and coordinate with the right advisor for your situation.

 Schedule a Meeting

Already a client? Click here to contact us.