Lindsey serves as an 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 6, 7, 63, and 66 licenses
  • WI Life and Health Insurance licenses