Lindsey is a Wealth Manager who strives to provide an individualized and exceptional client experience. Lindsey is passionate about helping clients identify their unique financial goals and aligning them with the resources to pursue those goals through various strategies, including investment management, income planning, and the implementation of tax minimization strategies. When you meet Lindsey, you will appreciate her friendly attitude and attention to detail. While out of the office, Lindsey enjoys traveling, cooking, hiking, and spending time with her family.

Certifications, Licenses, and Registrations

• CERTIFIED FINANCIAL PLANNER™ professional
• Accident, Life, Health, and Variable Life/Variable Annuity Insurance Licenses

Education and Training

• Series 7, 66
• College for Financial Planning graduate
• Bachelor’s Degree – Psychology (Emphasis in Human Resources); University of Wisconsin – Stout

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