Several years ago, Lindsay discovered that her grandmother had been financially taken advantage of by a previous advisor, resulting in the loss of hundreds of thousands of dollars. Determined to protect others from similar hardships, she began learning about the industry. Eventually, she witnessed Capital A’s compassionate and client-first approach when her grandmother transferred her remaining assets to them. Inspired by their dedication to doing what’s right for their clients, Lindsay knew Capital A was where she wanted to make a difference.
Lindsay specializes in helping clients plan for retirement, taking a personalized approach so she can truly understand their unique goals and needs. With her Chartered Retirement Planning Counselor designation, Series 65 license, and life, accident, and health insurance licenses, she provides clients with clear insights and customized strategies that address their financial priorities. Lindsay focuses on providing the tools and guidance needed to achieve financial clarity so clients can make better financial decisions. She finds tremendous satisfaction in helping clients realize goals they once thought impossible, including retiring earlier than expected.
A graduate of Slippery Rock University, Lindsay holds a bachelor’s degree in accounting and finance, a foundation that aids her in delivering knowledgeable, precise advice to her clients. Her ability to build lasting relationships and passion for financial education enables her to empower clients and their families to feel confident about their financial futures.
Outside of work, Lindsay leads an active and fulfilling life in Cranberry Township, Pennsylvania, with her mini Aussiedoodle, Cannoli, who often joins her on adventures. The pair enjoy exploring Pittsburgh’s vibrant neighborhoods, like the Strip District, and kayaking along the North Shore. Lindsay is also a sports enthusiast and rarely misses a Steelers or Pitt football game, sharing this tradition with her dad. Beyond cheering from the stands, she loves working out, traveling, golfing and soaking in the beauty of her local community.