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Employee Spotlight: Lindsey Allard Thumbnail

Employee Spotlight: Lindsey Allard

TO START, WHERE ARE YOU FROM AND WHERE DO YOU LIVE NOW?

I was born and raised and still reside in North Haven with my husband and 2 boys. 

HOW DID YOU GET YOUR START IN THE FINANCE INDUSTRY? WHAT ARE SOME PREVIOUS ROLES YOU HELD THROUGHOUT YOUR CAREER?

While I was studying for my MBA, my uncle hired me at Merrill Lynch to work with his team. John and I have worked together for over fifteen years now and I have had many roles within the team. 

WHAT IS THE BEST ADVICE THAT ANYONE EVER GAVE YOU WHEN IT COMES TO BUSINESS?

“Don’t burn your bridges behind you”. 

WHAT IS A TYPICAL DAY LIKE FOR YOU AT WORK?

Each day is different, but a typical day for me at work starts early in the morning and most days are filled meeting with clients.

WHAT WAS THE BEST CONCERT THAT YOU EVER ATTENDED?

Pearl Jam 

WHAT IS YOUR FAVORITE TRIP THAT YOU HAVE EVER TAKEN?  WHAT DESTINATION IS ON YOUR BUCKET LIST?

My favorite trip is our family’s annual trip to Nantucket. It is my favorite place and we have created so many memories as a family there each year. We spend our time in Nantucket each year with my best friend and her family that vacations there as well each year. Paris is a destination on my bucket list. 

WHAT IS YOUR FAVORITE TYPE OF FOOD, AND WHAT IS THE BEST MEAL THAT YOU HAVE EVER EATEN?

My favorite type of food is Mexican. The best meal I have ever eaten was the seven course wine tasting dinner my husband hosted and cooked for my 35th birthday with twenty of my best friends. 

WHAT IS YOUR FAVORITE HOLIDAY AND WHY?

My favorite time of the year is Christmas time. There is something so magical about waking up Christmas morning and seeing how happy and excited my children are.  

WHEN ARE YOU HAPPIEST?

I am happiest when I am with my family and friends. I am also the happiest when I feel a sense of accomplishment. 

WHAT WOULD YOU DO IF YOU WON THE LOTTERY?

I would invest the lottery winnings at Beirne Wealth. 

WHAT WOULD A PERFECT DAY LOOK LIKE?

A perfect day for me would be spent with family and friends somewhere warm. 

CAN YOU GIVE ME A QUOTE THAT CAN RELATE YOUR VIEW OF LIFE TO?

“Today is the first day of the rest of your life”. 

YOU’RE GIVEN THE ABILITY TO HAVE DINNER WITH ANYBODY IN THE WORLD (REAL, FICTIONAL- DEAD OR ALIVE). WHO WOULD YOU CHOOSE AND WHY?

Oprah Winfrey. 

IF YOU COULD HAVE ANY SUPERPOWER IN THE WORLD, WHAT WOULD IT BE? WHY?

I would want to read minds to understand how others are feeling, their motivation behind their actions, and to see things from their perspective. 

IF YOU COULD BE ANY ANIMAL IN THE WORLD, WHAT ANIMAL WOULD YOU BE? AND WHY?

My son, Evan, says I would be an owl because I am wise .


About Beirne Wealth Consulting Services, LLC – www.beirnewealth.com 

Beirne Wealth Consulting Services, LLC (“BWC”) is a privately owned, SEC Registered Investment Advisor* with offices in Connecticut and Pennsylvania. BWC provides independent, fee-based investment management services and customized financial planning solutions. Our institutional business provides consulting expertise to defined benefit and defined contribution plans, endowments, foundations and non-profit organizations. Our private clients include high net-worth individuals and prominent families, many of whom bring complex wealth management challenges and multigenerational planning needs. For more information, please visit www.beirnewealth.com or give us a call today at 888-231-6372.

*Registration does not imply a level of skill or training. 

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