Lindsey Hanson, FPQP®

Support Advisor

Email: lhanson@vestia.com
Call | Text | Fax: 260-440-2804

Lindsey Hanson, FPQP®

Support Advisor

Email: lhanson@vestia.com
Call | Text | Fax: 260-440-2804

Qualifications

  • Series 66
  • Series 7
  • BS in Financial Counseling & Planning, Purdue University
  • Health insurance, licensed agent
  • Life insurance, licensed agentt
“‘Wealth that matters’ means refining the art of saving for our long-term goals while balancing money’s ability to enrich and enhance our lives in the now.”

Lindsey has been in the financial planning industry since 2012 and has an impressive background in investment operations, trading, and task management. She holds a Bachelor’s Degree in Financial Counseling & Planning from Purdue and her Series 66 registration, and worked in client service roles at Larson Financial and Merrill Lynch prior to joining the Vestia team. Lindsey experiences great joy in helping others and seeing them achieve their goals, and she loves that she gets to do that every day for clients as a Client Service Administrator.

Lindsey and her husband, Trevor, have two dogs, Owen (Boston Terrier) and Izzie (Australian Shepherd). When she is not working, you may find Lindsey reading suspense novels, crocheting blankets, or working on decorating her home.

One of Vestia’s values is to model “wealth that matters.” What does this mean to you?
“Wealth That Matters” means refining the art of saving for our long-term goals while balancing money’s ability to enrich and enhance our lives in the now.
When did you first realize you were interested in finance?

My interest in finance was piqued in high school accounting class, and I immediately started thinking about building my career in the field.

What is the most important thing you have learned about helping other people?
The happiness of helping others generally outweighs the cost.

Let’s Connect

Ready to align your wealth with your goals? Contact us today.