Team
John Lindsey is a former apparel industry Senior executive who worked for key brands such as Oshkosh B' Gosh and Jantzen Sportswear. He was with Edward Jones for over 15 years beginning in 1996.
Christina Lindsey Orta, CFP®, CKA® has been recognized in the Financial Services and Real Estate industries for over 10 years now.
Mark Swartz is an independent financial advisor with nearly two decades of experience in the financial services industry. He specializes in developing unique financial strategies that help clients build and maintain a pension for their...
Alissa Kroeger recently joined Lindsey and Lindsey Wealth Management. Most recently she worked in corporate finance serving individual clients as a Financial Consultant for Fidelity Investments. Prior to working directly with clients,...
Jinell has been in the securities industry since 2007, and came on board with John Lindsey in 2009 before his going independent. Her years of experience in the industry have lead her to the title of Client Services Director, able to...
Emily started with Lindsey & Lindsey and Ascent Wealth Management at the beginning of 2015, with a strong background in administration, but little to no knowledge in the financial industry. She feels fortunate to have had the...
Sydney joined Lindsey & Lindsey and Ascent Wealth Management early 2018. She got her undergraduate degree at the University of California, Santa Cruz. From there, she earned a Juris Doctor from Pepperdine University School of Law. In...
Lisa began her career in the securities industry with Mark Swartz, Financial Advisor in the Bay Area in June 2016 and came on board with Lindsey & Lindsey and Ascent Wealth Management on 2/1/19. With five years in the financial...
Christie is a San Francisco Bay Area native and has a BS degree from San Francisco State University. Formerly in the Information Technology and Services industry, she has started her second career in financial client management in our...
Laura is one of our newest additions to the Lindsey and Lindsey Wealth Management Team. She comes with a strong background in the retail and customer service and is very excited to be working in a new industry that is innovative,...
Sami joined Lindsey & Lindsey and Ascent Wealth Management in mid-summer of 2019. She graduated from California State University of Channel Islands with her bachelor’s degree in Communications and furthered her education to...