Broker Check
Meet Your Team

Meet Your Team

At Lindsey and Lindsey, we work with our valued clients to create customized financial plans, while partnering with their other trusted advisors to create a seamless experience designed to work towards achieving each client’s specific goals.

Our Clients


Retirees & Pre-Retirees

Retirees & Pre-Retirees


Learn more
Working Professionals

Working Professionals


Learn more
High Net Worth & Advanced Planning

High Net Worth & Advanced Planning


Learn more
Small Business Owners

Small Business Owners


Learn more

Working With Us

Personal Financial Planning

We’ll work closely with you to determine how situational changes or major life events such as job changes, marriage/divorce, welcoming a child or a health change will impact your overall financial plan. 

Estate, Wealth Transfer Planning, & Charitable Planning

We collaborate with your attorney to solidify your estate plan, coordinating any updates with recent law changes, integrating updates into your financial plan and monitoring beneficiary changes. 

Tax Planning and Coordination

We offer tax-reduction strategies in collaboration with your tax advisor, evaluating the need for tax loss harvesting, recommending specific investments, products or strategies to help mitigate income tax payments.

Retirement Planning

We recognize that for most people, retirement is the largest financial goal. Our aim is to make the transition from accumulation to distribution as easy as possible, adjusting as necessary to keep you on track throughout your golden years.

Business Planning

We tailor qualified plans (401(k), profit sharing, cash balance, SEP and SIMPLE IRAs) to meet the needs of your business and provide business owner-oriented tax-savings. We can assist in buy/sell analysis, evaluate strategies such as adding family members to payroll and offer tax mitigation strategies.

Education Planning


Risk Management and Insurance Planning

We’ll work with you to determine the appropriate level of coverage to protect your legacy and equip your family with financial security. We also help analyze your needs to determine the level of long-term care coverage you may need to maintain your lifestyle as you age.

Investment Management

We work with you to develop a customized, comprehensive, and objective goals- and needs-based investment management plan, resulting in an asset allocation aimed at achieving the best rate of return at your given risk tolerance.

Real Estate Analysis 

We help analyze your existing holdings, debt structure and cash flow to evaluate the opportunity for 1031 exchanges, buy/sell transactions, or gifting strategies. 

Kingdom Advisors is a professional association that offers in-depth training and a tight-knit community to Christian financial professionals who want to integrate their faith with their practice.
Learn More...

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

Thank you!
Oops!