Lindsay has been serving individuals, families, and small business owners with their personal financial planning needs since 2003. After graduating from the University of North Texas with a Bachelor’s in Entrepreneurship and Strategic Management, Lindsay began co-teaching financial education workshops, with a focus on serving women in transition. In order to expand her skillset for her client base, Lindsay then acquired the Certified Divorce Financial Analyst in 2007 and the CERTIFIED FINANCIAL PLANNER® designation in 2009. In 2017, Lindsay graduated from Southern Methodist University with a Master’s in Data Science, an interdisciplinary program combining computer science, statistics, strategic behavior and data visualization.
In addition to serving her clients, Lindsay worked as the External Director of Advisor Support for Hornor, Townsend, & Kent, LLC from 2010-2020. In this role, Lindsay educated and worked with hundreds of financial advisors to help them continue to better their practice and serve clients with the financial products and services they needed. Additionally, Lindsay led Penn Mutual Life Insurance’s strategic alliance program between financial advisors, CPA, and Property & Casualty agents, speaking and training on how professionals can serve their clients even more by working together.
Today, Lindsay works with clients of all backgrounds, helping them address their particular needs on an individual, customized basis. Lindsay stays away from blanket financial planning advice and instead analyzes the client’s personal factors to arrive at decisions that fit their situation. Most recently, Lindsay was published in FA Magazine’s January 2020 issue with her original article, “When Financial Advice Meets Alzheimer’s”.
Lindsay currently serves on the DFW Chapter Board as Past President for the non-profit Women in Insurance and Financial Services, and is a member of the Midlothian Chamber of Commerce, WIFS, and the Financial Services Institute. She is Life & Health Insurance licensed, has the Series 7, 66, and 24.