Lindsey is an Associate Wealth Advisor who joined Trust Company of the South in September 2018. Previously she worked as a Private Wealth Advisor at Asset Management Advisors, a Registered Investment Advisor in Houston, Texas. She provides comprehensive financial planning services for corporate executives, closely-held business owners, and high net worth individuals and families.
Lindsey earned a Bachelor of Science in Mathematics from Portland State University and she has been a CERTIFIED FINANCIAL PLANNER™ professional since 2015.
Originally from Oregon, Lindsey and her husband, Bryan, enjoy tennis, running and exploring all that the Carolinas have to offer. They reside in Charlotte with their rescued dogs and cats.