About Lindsey
As an advisory team manager, Lindsey leads a group of associate wealth advisors toward their career aspirations while fostering impactful client relationships. In her role, she is motivated by the direct impact she can make on her team and the clients they serve, finding fulfillment in facilitating their success.
Lindsey's innate desire to help others is the driving force behind her career. By combining her genuine care for people with her expertise in financial planning, she establishes personal relationships built on trust and delivers tailored advice to help clients achieve their financial goals.
For Lindsey, the most rewarding aspect of her work lies in guiding both associate wealth advisors and clients toward the success they envision. Whether it's assisting her team in reaching their career milestones or empowering clients to secure their financial future, Lindsey finds fulfillment in facilitating growth and prosperity.
Lindsey embarked on her journey with our firm in 2016 as an associate wealth advisor based in the Indianapolis office. Before joining Focus, Lindsey worked at The Mutual Fund Store, which is now Edelman Financial, where she assisted clients with their investment portfolios. She also previously was a financial planning analyst for Hufford Financial, which is now Focus’s Indianapolis office.
Lindsey holds a bachelor’s degree from Indiana University and the CERTIFIED FINANCIAL PLANNER™ professional designation. Lindsey is married to her high school sweetheart, and they have two sons.
As an advisory team manager, Lindsey leads a group of associate wealth advisors toward their career aspirations while fostering impactful client relationships. In her role, she is motivated by the direct impact she can make on her team and the clients they serve, finding fulfillment in facilitating their success.
Lindsey's innate desire to help others is the driving force behind her career. By combining her genuine care for people with her expertise in financial planning, she establishes personal relationships built on trust and delivers tailored advice to help clients achieve their financial goals.
For Lindsey, the most rewarding aspect of her work lies in guiding both associate wealth advisors and clients toward the success they envision. Whether it's assisting her team in reaching their career milestones or empowering clients to secure their financial future, Lindsey finds fulfillment in facilitating growth and prosperity.
Lindsey embarked on her journey with our firm in 2016 as an associate wealth advisor based in the Indianapolis office. Before joining Focus, Lindsey worked at The Mutual Fund Store, which is now Edelman Financial, where she assisted clients with their investment portfolios. She also previously was a financial planning analyst for Hufford Financial, which is now Focus’s Indianapolis office.
Lindsey holds a bachelor’s degree from Indiana University and the CERTIFIED FINANCIAL PLANNER™ professional designation. Lindsey is married to her high school sweetheart, and they have two sons.