Lindsey was born and raised in Buffalo, New York, and now resides in Scottsdale, Arizona with her husband, Travis. She enjoys golf, pickleball, and traveling, with Singapore being one of her favorite recent destinations.

Lindsey brings over 15 years of experience in the financial services industry. She began her career at Vanguard in 2008 as a Brokerage Associate, developing a strong foundation in market structure and investment execution. She later served as a Regional Advisory Consultant for Cole Capital, specializing in non-traded REIT strategies, and spent six years as a Vice President, Wealth Financial Advisor at Bank of the West. Lindsey holds her Series 7 and Series 66 licenses, earned her degree from the University of Pittsburgh, and operates as a fiduciary—committed to acting in her clients’ best interests at all times.

Lindsey specializes in retirement income planning and tax-efficient strategies, helping clients transition from accumulation to sustainable income. She designs structured income plans focused on managing volatility, addressing sequence-of-returns risk, and creating predictable, tax-aware cash flow throughout retirement. Her approach integrates investment strategy and risk management to help clients preserve capital while maintaining their desired lifestyle.

Her process is relationship-driven, educational, and proactive—ensuring clients understand how their plan is built to perform across changing market conditions. Lindsey works with individuals and families who value preparation, clarity, and a disciplined approach to retirement.