Lindsay Franks

What path led you to wealth management?

My path to wealth management was not planned. I had just moved back to town and a family member, who worked for TFO, mentioned to me there was an opening for a temporary position. I interviewed, was offered a full-time position shortly after, and here I am.

Why did you join TFO Wealth Partners?

I joined TFO Wealth Partners because I saw it as an opportunity for a career and for growth.

What most excites you about your work?

Honestly – the people. We have a solid group of good people, working together to help find solutions and provide financial health and peace of mind for families. I’m grateful to be a part of it all and to continually work toward being more, for each other, and for our clients.

What has been your most rewarding career experience?

It’s been incredibly rewarding to watch the progression of some of the people on my team – knowing where they started and appreciating their growth and success (personally and professionally). They are family, both figuratively and literally.

What personal accomplishments are you most proud of?

Prior to coming to TFO, I moved to Cincinnati (which is only a 3-hour drive), but it was a huge deal for me because I only knew one person and am so close to my family. I’m proud that I pushed myself out of my comfort zone to do it. I learned a lot about myself in that time. After returning to the area, I bought my own house, which is something I am proud of as well.

What are some of your life's biggest influences?

Family – I am so lucky to have an amazing family who is incredibly loving, supportive, and fun to be around. I have some great friends as well, who have been around for a while.