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I’m a proud mom of three adult children and cherish every opportunity to spend time exploring and making memories with my two young grandsons.
My interests include:
Pickleball, hiking, and going on dinosaur hunts with my grandsons!
I’m a wife and mom who loves creativity in all its forms—especially theatre and music. A natural problem solver, I enjoy turning challenges into meaningful solutions.
Proud wife and mother of two adult children and one cherished grandson, I deeply value my family above all else.
My interests include nurturing my faith, practicing Pilates, taking walks with my husband and our dogs, and spending quality time with friends.
FPQP® Financial Paraplanner Qualified Professional™
University of Phoenix BS - Management 2003
Bachelor of Arts, Mathematics &
Bachelor of Science, Biomedical Sciences - University of Oklahoma, 2007
I’m a proud mother of four and grandmother to my 1‑year‑old grandson, Enzo. I’ve worked in the financial industry for 18 years, and I truly love what I do.
Outside of work, I enjoy spending time with my family, going shopping, good company and relaxing under the stars.
I'm a devoted mom who enjoys the quiet focus of puzzles and appreciates moments of peace, she also loves unwinding with a well‑crafted drink in good company.
I live in New Braunfels, Texas, where I enjoy meeting new people and having great conversations. When I’m not out socializing, I’m usually spending time with my French bulldog, who keeps life entertaining with his big personality. I love connecting with others and bringing a friendly, upbeat energy wherever I go.
Hi, I’m Lindsey! I’m a wife and a dog mom who likes to be productive and enjoy life. Once a week, you can find me eating tacos because some habits make life better. In my free time, I'm probably wandering around a store or crafting something fun!
Golf, classic rock, watching sports, history, and grilling.
I am a graduate of the University of Houston–Clear Lake. Outside of work, you’ll find me on the golf course or at the range, working out, and unwinding with my cat, family, and friends!
I’m a Texas State University alum who loves the outdoors and walking my 8-year-old English bulldog. On the weekends, you can find me on Canyon Lake hanging out with friends and family. Currently enjoying lake life living and planning my October 2026 wedding!
I’m a Texas A&M graduate who loves staying active and trying new activities and restaurants.
Outside of the office, I enjoy traveling, hiking, shopping, and spending quality time with friends and family.
BS Business Information Systems - Bellevue University
Golf, hiking, fitness and cooking on my Big Green Egg.
CFA® Charterholder
Member of CFA® Institute
25 years experience in asset management with last 12 years as a member of a global asset allocation team with $22 billion under management.
Series 7
Series 65
Series 3
My Interests include:
Hiking, painting, and visiting relatives around the country.
Bachelor of Science, Political Science - University of Houston, 1995
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