Lindsay Duran

Client Services Manager

Lindsay has been a valued member of the Apriem team since 2018 and works alongside Shawn Covarrubias, AIF® serving as Client Services Manager. Recently recognized with the Orange County Business Journal’s 2026 Indispensable Award**, she is known for her enthusiasm, attention to detail, and positive attitude. Lindsay is passionate about providing exceptional service and helping create a seamless experience for every client.

Whether supporting clients, assisting the advisory team, or coordinating important details behind the scenes, Lindsay is committed to making a meaningful difference each day. Outside of work, she enjoys meditation, Bikram yoga, and seeking out new adventures whenever possible.

Years in Business*

Client retention rate*

$ in AUM*

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Disclosures

*As of 7/14/26, company wide statistics. Client retention rate above 99% for the year-to-date period ending July 14, 2026.

**Award disclosures may be found on our disclosures page.

-Orange County Business Journal’s The Indispensables 2026 award recognizes professionals whose leadership, expertise, and day-to-day contributions make them essential to the success of their organizations. The program was created to honor individuals who may not serve in C-suite roles but demonstrate exceptional impact, leadership, and commitment within their companies. Honorees were selected through a nomination and editorial review process conducted by the Orange County Business Journal. Recognition was based on the quality of nominations submitted and the editorial judgment of the publication. The program is not based on investment performance or client experience. No fee was required to submit a nomination or receive this recognition. Apriem Advisors did not pay a fee to be considered for or included in this award, nor did Apriem pay for any subsequent marketing materials.