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Lindsey Richards

Lindsey Richards

Director of Client Services

Lindsey joined the Valiant team as Director of Client Services with over 16 years’ experience in retirement plan onboarding and on-going administration.  Lindsey’s remarkable organizational skills and great personality make Valiant’s clients feel very welcome and at ease that all details are being executed.  Clients appreciate her knowledge and her ability to keep them within the confines of ERISA. 

Lindsey is a native of Western New York.  After graduating from Niagara Community College, she began working in the retirement plan industry.  With her superb learning skills, hard work and determination, she was able to quickly take on more challenging roles.  These roles have strengthened her ability to work with a variety of organizations and vendors related to plan administration.  This makes her a perfect fit for Valiant’s Director of Client Services.

She is currently studying for her QKA ® designation from the American Society of Pension Professionals & Actuaries.