Making the Complex Simple.

About Lindsey

Lindsey’s purpose and passion are providing holistic and comprehensive wealth management advice through purposeful client experiences.

Lindsey first began his career in the financial services industry over 20 years ago in 2000, as an intern for a leading Wall Street investment firm. Since then, Lindsey has worked with clients across the southeast while living in South Carolina, Florida and now Texas. Lindsey received his BS: Finance and Economics from Montreat College, just outside of Asheville, NC, and his MS: Banking and Financial Services Management from Boston University.

He also has a passion for working in the community and has served on several boards with chambers of commerce, non-profits and civic organizations. Most recently, Lindsey served as the Board Chair for the Early Learning Coalition of Sarasota.

Lindsey enjoys spending time with his wife, Ashley and three sons: Luke, Declan and Adler. Most of their time is spent at sporting events, bike riding, hiking and traveling to the Smokey Mountains of North Carolina.

If Lindsey could meet any, past or present, it would be:

Abraham Lincoln

Favorite Movie:

Goodwill Hunting

What motivates Lindsey:


Favorite Holiday:


Something on Lindsey’s bucket list:

Travel to Ireland

Place Lindsey’s most like to visit: