Lindsey Hendrickson, Wealth Manager, grew up watching her father work in the financial industry, and what stayed with her wasn’t the technical side of the work. It was the guidance he gave people and what it meant to them. That early picture of what this work could look like eventually shaped everything about the path she took.
She studied psychology in college, which turns out to be a more direct connection to financial planning than it might seem. Her job is to see the whole field, ask the right questions, and make sure every part of a client’s picture is working together. She spent time in accounting, then in lending at a financial institution helping clients find solutions to complex needs, before joining Bernicke in 2016. What she found here was the opportunity to go deeper, to work with a client’s full financial situation rather than just one piece of it.
Income and tax planning are where most of her client conversations now center. What she has found is that the biggest opportunities usually come down to strong communication, the right questions, and relationships built over time with trust and transparency.
Outside the office, Lindsey and her fiancé, Adam, spend weekends exploring new spots around Minnesota and take trips together to new places. At home, she is in the garden, cooking something new, or spending time with their three adopted dogs.
If you want an advisor who will treat every question as worth asking, a conversation with Lindsey is a good place to start.
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
Locations
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