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Originally from Tuscaloosa, Lindsey attended the University of Alabama obtaining a degree in Consumer Science with concentration in Family Financial Planning. Lindsey began her career at Morgan Keegan in December 2009 in Operations. After 5 years in Operations, Lindsey made the career decision to become a Financial Advisor. Lindsey’s passion is to help her clients achieve their financial goals, maintain financial independence, and experience the confidence that comes along with developing and executing a sound financial plan.
In April 2017, Lindsey earned her CERTIFIED FINANCIAL PLANNER ™ certification. Being certified by the CFP Board of Standards means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve.
Lindsey and her husband Steven, a commercial Real Estate broker with Pritchett Moore, Inc., have three children, William, Robert and Taylor. Lindsey has served on the Arts ‘N Autism Junior Board, Schoolyard Roots Board and Finance Committee, and United Way of West AL. Lindsey and Steven are members of First Presbyterian Church of Tuscaloosa. Outside of the office, Lindsey enjoys spending time with her family and being with her children.
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.
Favorite activity outside of the office:
“While it is hard to have time for any activity that does not involve my kids, exercise tops my list. The time alone helps me regroup, focus, and gives me the energy to keep up with my very energetic and busy family.”
Favorite activity outside of the office:
“While it is hard to have time for any activity that does not involve my kids, exercise tops my list. The time alone helps me regroup, focus, and gives me the energy to keep up with my very energetic and busy family.”
