Vice President with Wealth Partners Alliance

Wealth Advisor & Branch Manager

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Lindsay leads clients through a strategically individualized financial planning process. She has a passion for helping individuals and families achieve their financial goals while taking the least risk necessary. By being certified by the CFP Board, she has taken the extra step to demonstrate her professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.

 

 

Clients are not the only ones who benefit from Lindsay’s passion for helping others reach their goals.   Lindsay actively helps fellow advisors by overseeing the onboarding and operations of teams transitioning into Wealth Partners Alliance. Her support is an integral part of a new advisor’s successful transition. Lindsay’s support for advisors doesn’t stop after transition as she oversees compliance for the Texas Region of the Concurrent Advisors Network.

 

Lindsay is involved with the Association for Corporate Growth and sits on several committees within the organization, including the Women’s Committee, the Young Professional Committee, and the Networking Committee. She also serves as an Assistant Coach for the Episcopal School of Dallas High School Rowing Program

 

After completing her college internship with Rick Lima and John Saalfield at UBS, she joined them full-time in 2017 as an Associate. Together they transitioned to form Wealth Partners Alliance in February, 2019.  

 

Lindsay graduated from Southern Methodist University as a Division I Athlete with a B.S. in Economics with a Financial Application and a B.A. in Markets and Culture.  Lindsay is approximately one of 78 female CERTIFIED FINANCIAL PLANNERS™ in the state of Texas under the age of 30. She also holds the FINRA Series 7, 66, 9 & 10 licenses.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.