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.
Education
- 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.