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®, CKA® has been recognized in the Financial Services and Real Estate industries for over 10 years now.
Alissa Kroeger, CFP®, CAIA®, CKA®
Partner | Certified Financial Planner™
Alissa (Lindsey) Kroeger, CFP®, CKA®, CAIA®, BFA™, joined Lindsey & Lindsey Wealth Management in 2018 and has been in the industry for over 11 years...
Shannon Beahan, CFP®
Certified Financial Planner™
Shannon Beahan, CFP® has been in the financial services industry for over 15 years. She joined Lindsey & Lindsey in the spring of 2021, transitioning from working with individual clients as a Financial Consultant at Fidelity Investments...
Emily Harris
Operations Manager
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 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 Motyl
Administrative Assistant
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...
Devonney Thurman
Office Operations & Client Services Administrator
devonney@lindseyandlindsey.com
Devonney joined the Lindsey & Lindsey team in 2017 after graduating summacum laude from Grand Canyon University with a degree in Business Management.She hopes to continue her education and become securities 7 and 66 licensedin the near...
Carrie Trudgeon
Client Relations Manager
Katy Thomas
Client Services Administrator