Team
John Lindsey, CFP®, CKA®
Chairman | Founder | Certified Financial Planner™
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®
CEO | President | Certified Financial Planner™
Christina Lindsey Orta, CFP® left the corporate world to join Lindsey & Lindsey Wealth Management in 2014 and team up with her father who founded the business.
Alissa Kroeger, CFP®, CAIA®, CKA®
Partner | Certified Financial Planner™
Alissa (Lindsey) Kroeger, CFP®, CKA®, AEP®, CAIA®, BFA™, joined Lindsey & Lindsey Wealth Management in 2018 and is a Partner in the firm.
Shannon Beahan, CFP®
Certified Financial Planner™
Shannon Beahan, CFP® has been in the financial services industry since 2006. She joined Lindsey & Lindsey Wealth Management in the spring of 2021, transitioning from working with individual clients as a Financial Consultant at Fidelity
Emily Harris
Client Accounts Coordinator
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...
Laura Spear
Office Coordinator
Laura comes to Lindsey and Lindsey with a strong background in retail and customer service and is excited to work in a new industry that is innovative, exciting, and rewarding.
Sami Motyl
Manager of Client Accounts and Service
Sami joined Lindsey & Lindsey Wealth Management in the summer of 2019. She received her Bachelor of Arts in Communication with an emphasis in Business Management from California State University of Channel Islands in 2015.
Devonney Thurman
Manager of Operations and Client Service
devonney@lindseyandlindsey.com
Devonney joined the Lindsey & Lindsey team in 2017. She attended Hillcrest Christian School in Thousand Oaks for high school and then left the Sunshine State for the Grand Canyon State for college.
Carrie Trudgeon
Client Service Manager
Carrie joined Lindsey & Lindsey Wealth Management in March 2022. She graduated from Loyola Marymount University with a Bachelor’s of Science.
Katy Thomas
Client Relations Coordinator
Katy joined Lindsey & Lindsey and Ascent Wealth Management in May of 2022. She graduated from the University of Channel Islands in May of 2018 with a Bachelor of Arts in Communication emphasizing business and nonprofit management....