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.