Lindsey has spent sixteen years as an advisor and CERTIFIED FINANCIAL PLANNER™ working with clients to bring all aspects of their financial lives together. Lindsey has witnessed the opportunities and obstacles that money can create, observed how emotions can override planning, and cultivated how to help others navigate their own financial circumstances and behaviors.
Her own education and professional career have influenced her financial planning philosophy. Lindsey earned her bachelor’s of science in finance from the Stern School of Business at New York University. While attending school, she worked for a boutique venture capital firm and saw firsthand the relationship between risk and reward. After college, time spent on Wall Street created the opportunity to dive into the nuances of financial advising in the finance capital of the world. And most recently she uncovered her entrepreneurial spirit by becoming a second-generation small business owner and author.
As a chair of Cetera's Women's Impact Network, member of NextUp, Cetera Advisor Diversity & Inclusion Council, the Estate Planning Council of Seattle, and the Financial Planning Association, Lindsey actively engages in personal and peer growth development.
Lindsey is a travel and food enthusiast living in Ballard, Washington. In her free time, she enjoys running and experiencing the outdoors and finds purpose empowering the leaders of tomorrow as a Girl Scout troop leader.