Lindsey’s passion for the financial services industry stems from her childhood experiences growing up in Buffalo, New York. Her father, who owned a pension services company, introduced her to the fundamentals of finance early on, teaching her how to read stock pages and sparking her excitement when she purchased her first share of Disney. These formative moments instilled in her a deep appreciation for long-term planning and an enduring commitment to bridging the gap in financial literacy.
Lindsey has a bachelor’s degree from the University of Pittsburgh. She holds licenses in life and health insurance and has passed the Series 7 and Series 66 securities exams, allowing her to offer a comprehensive skill set to her clients. Her career path includes key roles at BMO Bank as a wealth financial advisor, Cole Capital as a regional advisory consultant and Vanguard as a brokerage associate.
For Lindsey, the most rewarding aspect of her work is building lasting relationships founded on trust and transparency. She understands that every client’s financial journey is unique, and she takes pride in guiding individuals and families through life’s major transitions with clarity and care.
Lindsey and her husband, Travis, live in Scottsdale with their beloved miniature schnauzer, Otto. In her free time, Lindsey loves traveling as well as playing golf and pickleball.