Lindsey Kane, CFP®
Assistant Vice President
Lindsey serves as an assistant vice president and advisor in our Madison, WI office, supporting both the advisory team and clients by assisting with the financial planning process, completing incoming tasks and requests, and serving as a first point of contact for client relationships.
She brings over a decade of experience in banking and finance, working at BMO Harris Bank for almost six years before transitioning to her most recent role as an associate financial advisor.
She brings over a decade of experience in banking and finance, working at BMO Harris Bank for almost six years before transitioning to her most recent role as an associate financial advisor.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.