Advisor profile


My approach

Lindsey enjoys building meaningful relationships with clients and finds the process of offering personal advice to meet each client’s goals rewarding. She takes the time to understand what’s truly important to her clients — whether it’s saving for college, retiring the way they want, making smart investments, etc.

The personalized financial advice Lindsey offers can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Executive Compensation and Benefit Strategies
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP®CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science (B.S.), Finance & Financial Planning, Louisiana State University

Interests

Lindsey grew up in the Houston area with her two sisters Kendall and Nicole. She currently lives in Houston with her boyfriend, Matt, and their five-year-old American Eskimo, Luna, who she notoriously treats as her child.

In her free time, you will find Lindsey watching sports. She is a Houston Astros, Rockets, and New Orleans Saints fan and loves all LSU sports. Lindsey enjoys traveling and likes to start her mornings on a 3-mile walk with Luna.

Community participation

Volunteer at Houston Food Bank

Volunteer at Kids' Meals in Houston

Volunteer at Interfaith Meals on Wheels of Greater Houston