Brian I. Pultman, CFP®
Founder and CEO
Lyndsay brings to her role at CCWM over two decades of experience working in the theatre arts community. With a background in directing as well as teaching, her extensive experience in fostering collaboration and managing multifaceted projects translates seamlessly into client relations, where trust, clear communication, and attention to detail are essential. Lyndsay brings a warm, welcoming touch to every client interaction while managing administrative responsibilities with exceptional precision and thoughtful care.
Outside of work, Lyndsay enjoys spending time with her college-sweetheart husband, her lively family, and her beloved geriatric emotional support dog, Sam. Lyndsay has directed several theatre productions throughout the St. Louis area. She is the theatre arts coordinator at her church in Ferguson, MO. She is an avid traveler, mystery book enthusiast, and scary movie aficionado.
The National Association of Plan Advisors™ Top DC Advisor Teams award recognizes teams of a single physical location having at least $100 million in defined contribution assets under advisement as of December 31, 2023. Established in 2017, the Top DC Advisor Teams nominees had to be individual advisor team/offices with a defined contribution book of business, in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.
Correct Capital is an independent, privately held wealth advisory firm built around our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and into your future. Whether it is saving for retirement, wanting to optimize your current asset portfolio, or implementing a retirement plan for your business and employees, our independent fiduciary advisors are ready to plot a course for you to achieve financial peace of mind. Meet the team that makes it possible: