With over 15 years of experience advising clients, Lindsey is a dedicated and trusted advisor who works closely with individuals, families, and business owners to help them gain confidence and peace of mind about their financial future. As a CERTIFIED FINANCIAL PLANNER^® professional, he takes a thoughtful, personalized, and analytical approach that integrates tax planning, estate planning, risk management, and investment strategies into comprehensive financial plans tailored to each client's unique goals.

Lindsey’s strength lies in building lasting relationships through clear communication, disciplined planning, and a genuine commitment to clients’ long-term success. Whether navigating complex financial matters or planning for future generations, he brings insight, structure, and care to every stage of the process. 

Outside of work, Lindsey enjoys a full and active life with his wife, their two young boys, and their dog. Whether it’s playing at the park, exploring new places together, or simply spending time outdoors, he values every opportunity to be present with his family. He also enjoys a round of golf when time allows. He believes strongly in the importance of work-life balance and views thoughtful financial planning as a foundation for helping others create lives filled with purpose, stability, and enjoyment.

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