Since 2012, Lindsey has been a passionate professional in the financial planning industry, specializing in investment operations, trading, and task management. A graduate of Purdue University with a Bachelor’s Degree in Financial Counseling & Planning, she also holds a Series 66 registration. Her previous roles at Larson Financial and Merrill Lynch shaped her ability to provide exceptional client service, a skill she now leverages daily as a Support Advisor at Vestia. Lindsey’s greatest joy is seeing clients achieve their goals, a mission she feels privileged to contribute to every day.

When Lindsey isn’t at work, she enjoys life with her husband, Trevor, their spirited daughter, Zoey, and their loyal Boston Terrier, Owen. Her free time is often filled with family adventures and creating meaningful memories.