About Lindsey
As a lifelong learner, I stay updated on the latest financial trends and markets to ensure my advice is always relevant and impactful. My passion for this field extends beyond numbers though– it’s about fostering trust, building relationships, and providing peace of mind throughout YOUR most important life events whether that be retirement, divorce, loss of a loved one, health challenges or career changes. I want to be with you every step of the way.
I don't view what I do as just a job. Every day, I wake up excited to come into the office and connect with my clients. What truly fulfills me is helping people navigate their financial journeys and watching them thrive. After 15 years in this industry, I've realized that it's my clients who inspire me. They work so hard, and if I can take something off their plate and give them more time to focus on themselves or their family, I consider it a success. It may sound cliché, but I genuinely believe that our clients are the heart of the firm.
There’s not much I'm more passionate about than our firm and clients, but my family is certainly one of them. I have four children—David (5), Ben (4), Max (2), and Rose (1)—and our dog Henry (6). While my husband and I didn’t grow up in Cleveland, we’ve called it home for over 10 years and are proud to raise our children here. We live in the Brecksville area, and in my free time, I enjoy running, traveling, sports and spending time with my crazy crew!
