Lindsay Bromfield is a Client Specialist with CG Wealth Partners, where she helps create the welcoming, attentive experience that defines the firm's approach to client relationships. As a central part of the team's daily operations, Lindsay works to ensure that client needs are addressed efficiently, thoughtfully, and with genuine care. When you visit the office, she is often one of the first people you’ll meet.
Lindsay joined Craig’s team in 2022, bringing more than a decade of experience in hospitality and client service. Originally from England, she managed a boutique hotel for 13 years before relocating to the United States in 2014. She later continued her career in client service within a medical practice, where she further developed her ability to manage details, anticipate needs, and build lasting relationships.
Her transition into financial services was a natural extension of her service-oriented background. Today, Lindsay coordinates daily office operations, assists clients with account-related needs, and helps maintain the personal attention and organization that are hallmarks of CG Wealth Partners.
Outside the office, Lindsay enjoys a full and active life with her husband, Simon. They have two adult daughters — Faith, who lives in Arizona, and Leia, who lives in Cleveland, and their home is brightened by their labradoodle, Oliver. In her free time, Lindsay loves to travel, spend time with her husband, and relax with a good book.