Lindsey serves as a senior advisor associate 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.
Born and raised in Iowa, Lindsey now resides in Madison, WI with her husband Matt, daughter Blake, and yellow lab Buddy. Outside of work, she enjoys watching sports and spending time outdoors with her family.
Previous Experience
- Associate Financial Advisor at Johnson Financial Group
- Senior Premier Banker – Vice President at BMO Harris Bank
- Universal Banker at BMO Harris Bank
Education & Credentials
- BS, University of Northern Iowa, Finance
- Series 66 license
- WI Life and Health Insurance licenses
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
