Lyndsey Drake
About Lyndsey Drake
Lyndsey Drake is a Financial Representative with over 8 years of experience in financial planning and wealth management. She specializes in creating personalized financial plans to help families achieve their life goals through strategic financial conversations.
Work at Western & Southern Financial Group
Lyndsey Drake has been employed as a Financial Representative at Western & Southern Financial Group since 2015. In this role, she focuses on protecting families by engaging in strategic financial conversations and planning. Her responsibilities include creating personalized financial plans tailored to help clients achieve their life goals. With nearly a decade of experience in this position, she has developed a strong understanding of the financial needs of her clients.
Education and Expertise
Lyndsey Drake studied at Ohio University Heritage College of Osteopathic Medicine, where she gained foundational knowledge in communication. She earned a Bachelor of Science degree from 2010 to 2014. This educational background supports her expertise in financial planning and wealth management, enabling her to effectively communicate complex financial concepts to her clients.
Background in Military Service
Before her career in financial planning, Lyndsey Drake served in the Ohio National Guard as a Staff Sergeant from 2008 to 2017. During her nine years of service in Columbus, Ohio, she developed leadership and organizational skills that contribute to her current role in financial representation. Her military background enhances her ability to work under pressure and manage diverse client needs.
Experience in Financial Planning
Lyndsey Drake has over eight years of experience in financial planning and wealth management. This extensive experience allows her to provide informed guidance to clients, helping them navigate their financial journeys. Her focus on creating personalized financial plans reflects her commitment to understanding individual client goals and needs.