Lindsey is on a mission to help entrepreneurial minded individuals build a profitable business while impacting the lives of others. Having worked both in corporate and as a financial advisor, she has a unique 15 years perspective of the financial services industry. Her passion surrounds helping others to unleash potential to become more successful and satisfied; personally and professionally. Although a holistic planner, Lindsey has a special interest in long-term care and special needs planning.
Lindsey holds her state insurance licenses and is Series 6, 7, 63 and 66 registered. After earning her Bachelors Degree, magna cum laude, from Carroll University, she went on to earn her MBA with an emphasis in Risk Management, summa cum laude, from Concordia University.
Lindsey is an active member of the Autism Society of Wisconsin, Autism Speaks and the Planned Giving Council for Children's Hospital of Wisconsin. Lindsey is a Milwaukee area native that now resides in Middleton, Wisconsin. In her spare time, you can find Lindsey reading novels, practicing yoga, traveling and being continually amazed by her two children and supportive family.
- Insurance Strategies
- Special Needs (ChSNC Required)
- Investment Strategies (Reg. Reps Only)
- Retirement Strategies
- Charitable Giving
Check the background of this investment professional on FINRA's BrokerCheck