E.A. Buck Financial Services
Lindsey Kemsley currently holds the position of Director of Client Services & Administration at E.A. Buck Financial Services. With a background in marketing, HR, and administration from previous roles at Oxford Wealth Advisors, Lindsey brings a wealth of experience in managing teams and ensuring exceptional service for clients. In addition to their full-time role, Lindsey is also a talented harpist and piano instructor at Strings of Enchantment. Lindsey holds a Master's degree in MBA / Organizational Leadership from Thunderbird School of Global Management and has a Bachelor's degree in Harp Performance from the University of New Mexico.
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E.A. Buck Financial Services
At E.A. Buck we believe in informing and helping clients create a strategic action plan through our unique five step E.P.I.C. process. Our E.P.I.C. planning involves the one-on-one engineering of your financial goals and it is exclusive to E.A. Buck clients. The focus is on integrating structure, tax efficiency, and tools to create the most comprehensive planning experience. E.A. Buck Financial Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser and/or Buck Wealth Strategies, a Registered Investment Adviser. MAS and E.A. Buck Financial Services are not affiliated entities. AEWM and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies, MAS and AEWM are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership. In California, we are known only as E.A. Buck Insurance Services in all solicitations of insurance.