Lindsey Mamers CFP®
With over a decade of experience advising clients, I’m deeply committed to working with individuals, families, and business owners to provide them with confidence and peace of mind about their financial future. As a CERTIFIED FINANCIAL PLANNER® professional, I take a personalized and analytical approach integrating risk management, tax efficiency, estate planning, and investment strategy into comprehensive financial planning.
When I’m not working, you'll find me spending time with my wife, our two young boys, and our dog—whether we’re playing at the park, exploring new places, or simply enjoying the outdoors. I also enjoy a round of golf when the opportunity arises. Finding that balance between personal and professional life is important to me, and I believe sound financial planning is one of the key ways to help others achieve that same sense of balance and fulfillment.