Lindsey Swanson

Lindsey Swanson

Financial Planner

Cooking is Lindsey’s jam. It’s her bread and butter. After much experimentation, Lindsey has perfected the art of a chicken pot pie. Not one to turn down a frozen Marie Calendar pie in a pinch, she’d rather start from scratch!

Lindsey comes to us with heaps of experience working as an advisor, wealth manager and an investment analyst. She loves Brio’s team approach and focus on non-traditional folks. Previously running her own firm, Lindsey focused on working with clients that were in stigmatized industries like sex work and cannabis. Along with working as a financial planner at Brio, Lindsey sits on our investment committee board and specializes in helping clients with all things college planning.

  • B.S, Finance, The University of Alabama
Life Passions

Originally from Vallejo, Lindsey now lives in Oakland and spends her time attached at the hip to her dog. Pancho, her dachshund-mix, can often be found with us at the office! In her spare time you can find her reading, painting, and playing pickleball.