Lindsey Nichols, CPA, QKA

Lindsey’s goal is to tailor JCCS services to meet each client’s unique situation and both short and long-term goals. As a part of the Employee Benefits group, she works with a range of JCCS counterparts to develop a customized retirement plan that’s specifically suited for each individual and business client’s needs. In addition, Lindsey and her JCCS team members make sure each plan adheres to expanding IRS and U.S. Department of Labor rules and regulations so clients don’t have to navigate these difficult waters, so clients can devote more time and resources to their other endeavors.